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
$2.99B
AUM Growth
+$825M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$740M
2
+$152M
3
+$103M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$68.4M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$28.9M

Top Sells

1
+$227M
2
+$140M
3
+$126M
4
DTE icon
DTE Energy
DTE
+$35.2M
5
ABBV icon
AbbVie
ABBV
+$1.56M

Sector Composition

1 Healthcare 1.2%
2 Utilities 0.8%
3 Industrials 0.74%
4 Financials 0.56%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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105
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-391,438
106
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108
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-7,530
109
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110
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5