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
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.56M 0.01%
250,584
-2,021
77
$2.2M 0.01%
+20,949
78
$2.1M 0.01%
135,526
-17,962
79
$2.04M 0.01%
25,752
-1,513
80
$1.9M 0.01%
92,183
+18,489
81
$1.7M 0.01%
+17,950
82
$1.64M 0.01%
45,096
-4,973
83
$1.61M 0.01%
30,756
-149,142
84
$1.59M 0.01%
129,012
+81,390
85
$1.47M 0.01%
17,288
-20,340
86
$1.43M 0.01%
10,380
+8,240
87
$1.37M 0.01%
118,973
+4,093
88
$1.34M 0.01%
+36,268
89
$1.33M 0.01%
19,298
-59,719
90
$1.29M 0.01%
8,850
-7,930
91
$1.27M 0.01%
7,404
+180
92
$1.27M 0.01%
45,180
+19,470
93
$1.26M 0.01%
31,840
+24,700
94
$1.24M 0.01%
19,958
-4,350
95
$1.2M 0.01%
7,296
-9,246
96
$1.18M 0.01%
5,923
-990
97
$1.18M 0.01%
19,630
-51,612
98
$1.18M 0.01%
+16,380
99
$1.13M 0.01%
25,502
-66,160
100
$1.13M ﹤0.01%
5,860
-887
2 3
4
5 6