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
$17.1B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$8.35M
3
+$5.66M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.53M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.05M

Top Sells

1
+$89.2M
2
+$36.1M
3
+$30M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14.2M

Sector Composition

1 Industrials 0.13%
2 Financials 0.13%
3 Healthcare 0.12%
4 Utilities 0.1%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.01%
42,335
-11,236
77
$1.19M 0.01%
23,695
-10,068
78
$1.1M 0.01%
36,620
-12,602
79
$1.04M 0.01%
15,968
+895
80
$877K 0.01%
8,166
+1,032
81
$864K 0.01%
20,891
-2,002
82
$802K ﹤0.01%
63,934
-1,484
83
$720K ﹤0.01%
6,448
-548
84
$560K ﹤0.01%
11,681
+836
85
$559K ﹤0.01%
4,494
-1,856
86
$547K ﹤0.01%
6,995
+1,349
87
$538K ﹤0.01%
18,003
+809
88
$528K ﹤0.01%
10,804
-3,071
89
$465K ﹤0.01%
9,264
-992
90
$404K ﹤0.01%
19,456
-2,351
91
$364K ﹤0.01%
7,682
+20
92
$352K ﹤0.01%
2,097
-307
93
$295K ﹤0.01%
5,191
-1,252
94
$252K ﹤0.01%
7,731
-46
95
$237K ﹤0.01%
+16,434
96
$231K ﹤0.01%
47,307
+9,298
97
$212K ﹤0.01%
5,624
-1,299
98
$205K ﹤0.01%
+9,711
99
$204K ﹤0.01%
4,388
+224
100
$29K ﹤0.01%
15,818
+1,077
1 2 3
4
5