Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.24B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$173M
3
+$133M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$109M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$75.2M

Top Sells

1
+$174M
2
+$9.12M
3
+$1.83M
4
EVRG icon
Evergy
EVRG
+$1.79M
5
ABT icon
Abbott
ABT
+$1.47M

Sector Composition

1 Industrials 0.5%
2 Healthcare 0.48%
3 Utilities 0.48%
4 Financials 0.43%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22K ﹤0.01%
+1,878
77
$21K ﹤0.01%
212
+2
78
$20K ﹤0.01%
+302
79
$20K ﹤0.01%
+369
80
$19K ﹤0.01%
+63
81
$18K ﹤0.01%
+49
82
$18K ﹤0.01%
+265
83
$17K ﹤0.01%
123
-12
84
$15K ﹤0.01%
855
+150
85
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+302
86
$14K ﹤0.01%
304
-1
87
$14K ﹤0.01%
+203
88
$13K ﹤0.01%
+114
89
$12K ﹤0.01%
223
-5
90
$12K ﹤0.01%
326
-1
91
$11K ﹤0.01%
103
-4
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$11K ﹤0.01%
205
93
$11K ﹤0.01%
54
-2
94
$10K ﹤0.01%
318
+6
95
$9K ﹤0.01%
102
96
$9K ﹤0.01%
87
+1
97
$9K ﹤0.01%
+81
98
$9K ﹤0.01%
+78
99
$9K ﹤0.01%
70
100
$8K ﹤0.01%
139
-5
2 3
4
5 6