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
$3.48B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$33.9M
3
+$26.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$15.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.7M

Top Sells

1
+$38M
2
+$5.93M
3
+$4.81M
4
ABT icon
Abbott
ABT
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.3M

Sector Composition

1 Healthcare 0.94%
2 Industrials 0.75%
3 Financials 0.68%
4 Utilities 0.55%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K ﹤0.01%
+109
102
$13K ﹤0.01%
+120
103
$12K ﹤0.01%
+115
104
$12K ﹤0.01%
+251
105
$11K ﹤0.01%
323
+1
106
$9K ﹤0.01%
+100
107
$9K ﹤0.01%
+72
108
$8K ﹤0.01%
+50
109
$8K ﹤0.01%
+194
110
$8K ﹤0.01%
+151
111
$6K ﹤0.01%
+19
112
$6K ﹤0.01%
+19
113
$6K ﹤0.01%
+139
114
$6K ﹤0.01%
+40
115
$6K ﹤0.01%
+28
116
$5K ﹤0.01%
+31
117
$5K ﹤0.01%
72
-53
118
$5K ﹤0.01%
212
119
$5K ﹤0.01%
+118
120
$4K ﹤0.01%
+24
121
$4K ﹤0.01%
+22
122
$3K ﹤0.01%
+24
123
$3K ﹤0.01%
+130
124
$3K ﹤0.01%
+81
125
$3K ﹤0.01%
+75
3 4
5
6 7