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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.07M 0.01%
20,878
+7,020
77
$3.57M 0.01%
129,213
-17,317
78
$3.53M 0.01%
11,247
-1,498
79
$3.36M 0.01%
107,594
-46,123
80
$2.81M 0.01%
23,938
-2,822
81
$2.79M 0.01%
53,581
+1,395
82
$2.75M 0.01%
16,880
-20
83
$2.68M 0.01%
227,399
-38,360
84
$2.62M 0.01%
106,809
-15,891
85
$2.28M 0.01%
20,170
+230
86
$2.02M 0.01%
32,424
+107
87
$1.92M 0.01%
40,700
+10,221
88
$1.81M 0.01%
15,849
-579
89
$1.75M 0.01%
64,714
-13,586
90
$1.7M 0.01%
29,512
-2
91
$1.65M 0.01%
7,029
-10,455
92
$1.62M 0.01%
106,626
-51,192
93
$1.59M 0.01%
6,582
+609
94
$1.52M 0.01%
7,170
-85
95
$1.49M 0.01%
18,373
-15
96
$1.48M 0.01%
45,421
-10,593
97
$1.44M ﹤0.01%
5,376
-92
98
$1.4M ﹤0.01%
21,295
-9,825
99
$1.34M ﹤0.01%
23,326
-139
100
$1.32M ﹤0.01%
6,866
+751
2 3
4
5 6