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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.7M 0.02%
268,471
+18,104
77
$6.48M 0.02%
55,012
-12,937
78
$6.28M 0.02%
22,600
+16,398
79
$5.85M 0.02%
122,645
-39,332
80
$5.3M 0.01%
295,560
+170,880
81
$5.29M 0.01%
11,651
+7,893
82
$5.08M 0.01%
+186,120
83
$5.01M 0.01%
42,339
+1,641
84
$4.87M 0.01%
13,560
+10,179
85
$4.81M 0.01%
254,215
-8,895
86
$4.28M 0.01%
54,817
+51,448
87
$4.27M 0.01%
125,006
+83,318
88
$4.21M 0.01%
72,569
+8,660
89
$4.03M 0.01%
161,866
+53,503
90
$3.97M 0.01%
28,560
+24,960
91
$3.87M 0.01%
47,295
+21,588
92
$3.73M 0.01%
+72,784
93
$3.69M 0.01%
+120,922
94
$3.51M 0.01%
15,793
+14,940
95
$3.33M 0.01%
+87,035
96
$3.3M 0.01%
19,363
-60
97
$3.08M 0.01%
19,001
+15,401
98
$3.07M 0.01%
30,026
+1,677
99
$2.98M 0.01%
61,075
-232
100
$2.96M 0.01%
+43,800
2 3
4
5 6