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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.6M 0.03%
150,115
-19,947
77
$15.2M 0.03%
563,762
-15,353
78
$15M 0.03%
90,676
-811
79
$15M 0.03%
183,037
-71,137
80
$14.9M 0.03%
57,908
+1,043
81
$14.1M 0.03%
27,395
-3,349
82
$13.9M 0.03%
477,260
-44,895
83
$13.7M 0.03%
148,377
+74,659
84
$13.4M 0.03%
159,826
-20,029
85
$13.3M 0.03%
162,987
-1,566
86
$12.6M 0.03%
129,205
-4,177
87
$12.2M 0.03%
226,698
-44,178
88
$12.2M 0.03%
21,092
-663
89
$11.9M 0.03%
451,519
-3,789
90
$11.9M 0.03%
25,388
-360
91
$11.1M 0.02%
30,817
-1,638
92
$10.1M 0.02%
93,094
-48,708
93
$10M 0.02%
211,319
+9,672
94
$10M 0.02%
58,801
+4,297
95
$9.25M 0.02%
59,231
-2,253
96
$9.23M 0.02%
394,959
+38,371
97
$9.16M 0.02%
16,309
+711
98
$8.96M 0.02%
409,923
-128,235
99
$8.78M 0.02%
382,780
+21,157
100
$8.4M 0.02%
374,772
+36,302
2 3
4
5 6