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
$20.7B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$80.1M
3
+$79.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$56.4M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$47.7M

Top Sells

1
+$331M
2
+$97.7M
3
+$64.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$53.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$37.7M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.12%
3 Financials 0.11%
4 Consumer Discretionary 0.06%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.09M 0.01%
62,269
-111
77
$2.05M 0.01%
52,670
-4,024
78
$1.9M 0.01%
63,536
-854
79
$1.85M 0.01%
107,492
-2,144
80
$1.73M 0.01%
23,572
+16,060
81
$1.73M 0.01%
+8,427
82
$1.72M 0.01%
49,543
+10,648
83
$1.49M 0.01%
+27,271
84
$1.43M 0.01%
+24,374
85
$1.42M 0.01%
21,813
+1,593
86
$1.32M 0.01%
12,011
+2,538
87
$1.25M 0.01%
25,191
-62,301
88
$1.24M 0.01%
+38,080
89
$1.21M 0.01%
10,118
+3,380
90
$1.2M 0.01%
9,968
+6,121
91
$1.17M 0.01%
7,428
+4,528
92
$1.08M 0.01%
17,465
+4,997
93
$1.03M 0.01%
22,613
-3,414
94
$991K ﹤0.01%
7,074
-2,163
95
$885K ﹤0.01%
61,884
-2,924
96
$861K ﹤0.01%
+17,251
97
$850K ﹤0.01%
7,635
+2
98
$825K ﹤0.01%
36,172
-43,002
99
$791K ﹤0.01%
+7,100
100
$766K ﹤0.01%
14,731
-3,416
2 3
4
5 6