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
$17.1B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$8.35M
3
+$5.66M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.53M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.05M

Top Sells

1
+$89.2M
2
+$36.1M
3
+$30M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14.2M

Sector Composition

1 Industrials 0.13%
2 Financials 0.13%
3 Healthcare 0.12%
4 Utilities 0.1%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,779
102
– –
-19,331
103
– –
-6,933
104
– –
-7,580
105
– –
-10,137
106
– –
-53,717
1 2 3 4
5