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
$5.24B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$173M
3
+$133M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$109M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$75.2M

Top Sells

1
+$174M
2
+$9.12M
3
+$1.83M
4
EVRG icon
Evergy
EVRG
+$1.79M
5
ABT icon
Abbott
ABT
+$1.47M

Sector Composition

1 Industrials 0.5%
2 Healthcare 0.48%
3 Utilities 0.48%
4 Financials 0.43%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K ﹤0.01%
140
102
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76
+33
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105
+5
104
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105
+2
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143
+100
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$7K ﹤0.01%
+153
107
$6K ﹤0.01%
+339
108
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149
+4
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$6K ﹤0.01%
120
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110
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+59
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+129
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77
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$6K ﹤0.01%
126
-4
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$5K ﹤0.01%
88
115
$5K ﹤0.01%
+94
116
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+219
117
$5K ﹤0.01%
+82
118
$5K ﹤0.01%
+157
119
$5K ﹤0.01%
52
-2
120
$5K ﹤0.01%
72
-2
121
$5K ﹤0.01%
+81
122
$5K ﹤0.01%
96
-4
123
$4K ﹤0.01%
148
124
$4K ﹤0.01%
+23
125
$4K ﹤0.01%
+29
3 4
5
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