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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M ﹤0.01%
6,859
-374
77
$1.62M ﹤0.01%
26,662
+2,373
78
$1.61M ﹤0.01%
5,563
+266
79
$1.58M ﹤0.01%
20,060
-1,050
80
$1.55M ﹤0.01%
43,100
-6,720
81
$1.54M ﹤0.01%
40,740
-16,530
82
$1.51M ﹤0.01%
13,989
-33,822
83
$1.5M ﹤0.01%
6,624
-126
84
$1.46M ﹤0.01%
20,725
+2,843
85
$1.43M ﹤0.01%
40,849
+5,304
86
$1.38M ﹤0.01%
26,578
-919
87
$1.31M ﹤0.01%
7,538
-1,318
88
$1.2M ﹤0.01%
28,765
-2,151
89
$1.2M ﹤0.01%
25,355
-1,118
90
$1.15M ﹤0.01%
6,957
-634
91
$1.14M ﹤0.01%
4,463
92
$1.11M ﹤0.01%
4,856
+214
93
$1.11M ﹤0.01%
9,828
-348
94
$1.1M ﹤0.01%
6,878
+5,024
95
$1.08M ﹤0.01%
3,392
-592
96
$1.08M ﹤0.01%
4,455
-406
97
$1.07M ﹤0.01%
2,720
+514
98
$1.06M ﹤0.01%
7,549
-17
99
$1.03M ﹤0.01%
4,344
+65
100
$1.01M ﹤0.01%
4,473
+15
2 3
4
5 6