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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.8M 0.04%
63,456
+16,789
77
$10.4M 0.03%
138,976
-7,881
78
$8.72M 0.03%
184,002
+14,574
79
$8.41M 0.03%
36,097
+869
80
$8.3M 0.03%
215,427
+494
81
$8.17M 0.03%
41,413
+19,725
82
$6.29M 0.02%
301,898
+148,595
83
$5.88M 0.02%
52,026
-1,992
84
$5.27M 0.02%
278,883
+24,732
85
$5.19M 0.02%
62,854
-1,617
86
$5.15M 0.02%
215,219
+4,434
87
$4.7M 0.02%
59,949
+20,946
88
$4.66M 0.02%
75,026
+10,747
89
$4.56M 0.01%
50,037
-51,152
90
$4.5M 0.01%
37,188
-3,072
91
$4.29M 0.01%
+257,641
92
$4.07M 0.01%
50,161
+28,438
93
$3.83M 0.01%
37,345
+16,181
94
$3.4M 0.01%
35,161
-6,802
95
$3.29M 0.01%
12,418
-233
96
$3.29M 0.01%
233,016
-36,144
97
$3.27M 0.01%
108,334
-8,392
98
$3.21M 0.01%
8,948
-290
99
$3.13M 0.01%
103,145
-8,011
100
$3.07M 0.01%
61,244
+7,138
2 3
4
5 6