Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.3B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$759M
2
+$439M
3
+$342M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$296M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$260M

Top Sells

1
+$163M
2
+$89.5M
3
+$61.6M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$52.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$46.5M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.13%
3 Financials 0.12%
4 Utilities 0.11%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.01%
+49,222
77
$1.13M 0.01%
9,512
-1,744
78
$1.03M 0.01%
2,695
-50
79
$927K 0.01%
15,073
-4,597
80
$879K ﹤0.01%
22,893
+435
81
$783K ﹤0.01%
65,418
+7,115
82
$782K ﹤0.01%
6,350
-629
83
$753K ﹤0.01%
6,996
-399
84
$740K ﹤0.01%
+7,134
85
$651K ﹤0.01%
6,933
-977
86
$565K ﹤0.01%
13,875
-10,823
87
$508K ﹤0.01%
10,256
-128
88
$497K ﹤0.01%
10,845
-466
89
$483K ﹤0.01%
+17,194
90
$474K ﹤0.01%
21,807
-512
91
$434K ﹤0.01%
+5,646
92
$386K ﹤0.01%
2,404
93
$370K ﹤0.01%
7,662
-221
94
$365K ﹤0.01%
7,580
+1,829
95
$333K ﹤0.01%
6,443
+1,049
96
$294K ﹤0.01%
7,777
+58
97
$269K ﹤0.01%
+8,573
98
$248K ﹤0.01%
1,779
+54
99
$227K ﹤0.01%
38,009
+587
100
$211K ﹤0.01%
+6,923
1 2 3
4
5