Financial Engines Advisors Portfolio holdings
AUM
$50.1B
This Quarter Return
+1.72%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$4.21B
AUM Growth
+$4.21B
(+23%)
Cap. Flow
+$876M
Cap. Flow
% of AUM
20.83%
Top 10 Holdings %
Top 10 Hldgs %
92.26%
Holding
169
New
41
Increased
49
Reduced
48
Closed
29
Top Buys
| 1 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$255M |
| 2 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$232M |
| 3 |
Schwab International Equity ETF
SCHF
|
$72M |
| 4 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$59.9M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$58.6M |
Top Sells
| 1 |
FedEx
FDX
|
$4.86M |
| 2 |
GXP
Great Plains Energy Incorporated
GXP
|
$2.29M |
| 3 |
AbbVie
ABBV
|
$1.38M |
| 4 |
First American
FAF
|
$1.3M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.18M |
Sector Composition
| 1 | Healthcare | 0.61% |
| 2 | Financials | 0.55% |
| 3 | Industrials | 0.51% |
| 4 | Utilities | 0.41% |
| 5 | Energy | 0.32% |
