Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
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
+$181M
2
+$8.25M
3
+$5.62M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.81M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.98M

Top Sells

1
+$87.3M
2
+$35.5M
3
+$29.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.5M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14M

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