Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.5M
3
+$12.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.7M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.3M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.79M
4
ABT icon
Abbott
ABT
+$1.49M
5
GGG icon
Graco
GGG
+$1.09M

Sector Composition

1 Healthcare 0.82%
2 Industrials 0.81%
3 Financials 0.73%
4 Utilities 0.46%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K ﹤0.01%
+112
102
$9K ﹤0.01%
134
-27
103
$8K ﹤0.01%
+79
104
$8K ﹤0.01%
+139
105
$8K ﹤0.01%
+137
106
$6K ﹤0.01%
+143
107
$6K ﹤0.01%
+160
108
$6K ﹤0.01%
+79
109
$6K ﹤0.01%
+122
110
$5K ﹤0.01%
+159
111
$4K ﹤0.01%
151
-61
112
$4K ﹤0.01%
+43
113
$4K ﹤0.01%
+41
114
$3K ﹤0.01%
+40
115
$3K ﹤0.01%
+42
116
$3K ﹤0.01%
226
-3,692
117
$2K ﹤0.01%
21
-94
118
$2K ﹤0.01%
+24
119
$2K ﹤0.01%
44
+25
120
$2K ﹤0.01%
+69
121
$2K ﹤0.01%
+17
122
$2K ﹤0.01%
43
-108
123
$1K ﹤0.01%
+20
124
$1K ﹤0.01%
+13
125
$1K ﹤0.01%
+16
3 4
5
6 7