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
$18.3B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$759M
2
+$439M
3
+$342M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$296M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$260M

Top Sells

1
+$163M
2
+$89.5M
3
+$61.6M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$52.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$46.5M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.13%
3 Financials 0.12%
4 Utilities 0.11%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K ﹤0.01%
4,164
-1,647
102
$169K ﹤0.01%
10,137
-6,055
103
$42K ﹤0.01%
14,741
-244
104
– –
-418,987
105
– –
-9,217
106
– –
-28,165
107
– –
-20,647
108
– –
-2,046
109
– –
-4,506
110
– –
-69,732
111
– –
-32,831
112
– –
-17,807
1 2 3 4
5