Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Sells

1 +$286M
2 +$71.2M
3 +$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$12.7M 0.03%
+498,842
77
$12.2M 0.03%
211,805
-10,474
78
$12.2M 0.03%
152,531
+20,833
79
$11.7M 0.03%
64,964
+3,492
80
$11.3M 0.03%
25,330
-19
81
$11.1M 0.03%
255,753
-362,823
82
$10.8M 0.02%
32,123
-15,369
83
$10.7M 0.02%
46,619
+2,692
84
$9.33M 0.02%
389,851
+50,049
85
$8.85M 0.02%
+280,097
86
$8.7M 0.02%
374,529
+55,200
87
$8.44M 0.02%
93,430
-17,420
88
$8.38M 0.02%
369,031
+45,802
89
$7.79M 0.02%
16,044
-69
90
$7.39M 0.02%
333,582
+37,395
91
$7.16M 0.02%
34,061
-5,939
92
$7.02M 0.02%
36,398
+401
93
$7.01M 0.02%
315,409
+38,938
94
$6.58M 0.01%
133,770
-13,245
95
$6.56M 0.01%
115,194
+62,200
96
$6.55M 0.01%
160,143
+9,558
97
$6.42M 0.01%
25,691
-5,460
98
$6.41M 0.01%
84,987
-77,870
99
$6.39M 0.01%
129,399
+12,995
100
$6.3M 0.01%
+231,702