Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
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
+$261M
2
+$195M
3
+$78.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$78.5M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$45.7M

Top Sells

1
+$7.26M
2
+$6.15M
3
+$4.9M
4
ALK icon
Alaska Air
ALK
+$2.23M
5
CXT icon
Crane NXT
CXT
+$1.5M

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%
+21
102
$1K ﹤0.01%
33
-195,617
103
$1K ﹤0.01%
+16
104
$1K ﹤0.01%
+20
105
$1K ﹤0.01%
70
-9
106
$1K ﹤0.01%
+31
107
$1K ﹤0.01%
+8
108
– –
-101
109
– –
-25
110
$0 ﹤0.01%
+1
111
– –
-14,057
112
– –
-639
113
– –
-198
114
– –
-269,747
115
$0 ﹤0.01%
+1
116
– –
-204
117
$0 ﹤0.01%
15
+1
118
– –
-216
119
$0 ﹤0.01%
+5
120
– –
-1,306
121
– –
-1,497
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5