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
$18.6B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$339M
3
+$321M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.3M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$72.4M

Top Sells

1
+$1.75B
2
+$744M
3
+$174M
4
VUG icon
Vanguard Growth ETF
VUG
+$121M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.1M

Sector Composition

1 Industrials 0.15%
2 Healthcare 0.14%
3 Financials 0.1%
4 Consumer Discretionary 0.04%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.01%
64,390
-1,493
77
$1.75M 0.01%
30,674
-3,049
78
$1.64M 0.01%
35,176
+30,788
79
$1.45M 0.01%
+21,833
80
$1.3M 0.01%
9,237
-3,043
81
$1.24M 0.01%
38,895
-3,440
82
$1.22M 0.01%
20,220
-3,475
83
$1.17M 0.01%
26,027
+5,136
84
$1.04M 0.01%
9,473
+1,307
85
$939K 0.01%
+5,700
86
$899K ﹤0.01%
47,265
-1,811,776
87
$870K ﹤0.01%
+7,633
88
$835K ﹤0.01%
18,147
+8,883
89
$789K ﹤0.01%
64,808
+874
90
$752K ﹤0.01%
6,738
+290
91
$732K ﹤0.01%
+20,996
92
$726K ﹤0.01%
12,468
-3,500
93
$650K ﹤0.01%
12,578
+897
94
$598K ﹤0.01%
12,801
+1,997
95
$536K ﹤0.01%
+18,737
96
$525K ﹤0.01%
+16,787
97
$470K ﹤0.01%
+10,580
98
$459K ﹤0.01%
+11,792
99
$456K ﹤0.01%
3,847
-647
100
$442K ﹤0.01%
+8,756
1 2 3
4
5