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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.33M 0.01%
63,909
-4,048
77
$3.21M 0.01%
55,843
-7,088
78
$3.09M 0.01%
105,532
+78,358
79
$2.96M 0.01%
28,349
+1,802
80
$2.96M 0.01%
83,767
+22,027
81
$2.89M 0.01%
108,363
+100,583
82
$2.77M 0.01%
19,950
+1,250
83
$2.73M 0.01%
61,307
-6,968
84
$2.71M 0.01%
9,080
-3,062
85
$2.61M 0.01%
20,210
+2,257
86
$2.37M 0.01%
124,680
+3,318
87
$2.29M 0.01%
190,562
-15,601
88
$2.25M 0.01%
+25,707
89
$2.24M 0.01%
29,378
-1,286
90
$2.19M 0.01%
19,238
-858
91
$1.95M 0.01%
6,671
-4,029
92
$1.9M 0.01%
6,202
+299
93
$1.81M ﹤0.01%
6,427
+1,043
94
$1.79M ﹤0.01%
3,758
+569
95
$1.77M ﹤0.01%
28,738
+2,151
96
$1.76M ﹤0.01%
39,452
-384
97
$1.75M ﹤0.01%
6,891
+95
98
$1.7M ﹤0.01%
14,765
+4,994
99
$1.68M ﹤0.01%
6,680
+3,262
100
$1.63M ﹤0.01%
28,139
+7,454
2 3
4
5 6