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
$2.12B
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$194M
3
+$80.3M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$79.4M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$47M

Top Sells

1
+$6.3M
2
+$5.93M
3
+$4.9M
4
ALK icon
Alaska Air
ALK
+$2.17M
5
CXT icon
Crane NXT
CXT
+$1.53M

Sector Composition

1 Healthcare 1.21%
2 Industrials 1.04%
3 Utilities 0.91%
4 Financials 0.74%
5 Energy 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
+16
102
$1K ﹤0.01%
+20
103
$1K ﹤0.01%
70
-9
104
$1K ﹤0.01%
+31
105
$1K ﹤0.01%
+8
106
$1K ﹤0.01%
10
+1
107
$1K ﹤0.01%
+21
108
$0 ﹤0.01%
+1
109
– –
-14,057
110
– –
-639
111
– –
-198
112
– –
-269,747
113
$0 ﹤0.01%
+1
114
– –
-204
115
– –
-25
116
$0 ﹤0.01%
15
+1
117
– –
-216
118
$0 ﹤0.01%
+5
119
– –
-1,306
120
– –
-1,497
121
– –
-101
1 2 3 4
5