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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.77M 0.03%
+210,828
77
$9.71M 0.03%
+75,019
78
$9.62M 0.03%
+143,021
79
$9.58M 0.03%
210,804
+2,066
80
$8.69M 0.02%
83,805
+50,994
81
$8.31M 0.02%
39,411
-44,035
82
$7.2M 0.02%
33,915
+745
83
$7.15M 0.02%
147,522
-44,837
84
$6.79M 0.02%
35,822
-56,319
85
$6.48M 0.02%
28,781
-40,092
86
$6.25M 0.02%
86,932
+33,454
87
$6.03M 0.02%
58,334
-813
88
$5.93M 0.02%
177,127
+144,971
89
$5.85M 0.02%
+504,883
90
$5.63M 0.01%
12,246
-1,296
91
$5.06M 0.01%
24,394
+1,766
92
$4.83M 0.01%
27,084
-4,165
93
$4.67M 0.01%
30,900
-15,251
94
$4.5M 0.01%
180,584
-49,028
95
$4.48M 0.01%
255,580
-4,839
96
$3.98M 0.01%
43,737
-118,249
97
$3.97M 0.01%
39,242
-22,186
98
$3.92M 0.01%
40,734
-4,167
99
$3.84M 0.01%
54,950
-44,449
100
$3.82M 0.01%
130,459
-415,406
2 3
4
5 6