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
$18.6B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$339M
3
+$321M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.3M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$72.4M

Top Sells

1
+$1.75B
2
+$744M
3
+$174M
4
VUG icon
Vanguard Growth ETF
VUG
+$121M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.1M

Sector Composition

1 Industrials 0.15%
2 Healthcare 0.14%
3 Financials 0.1%
4 Consumer Discretionary 0.04%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K ﹤0.01%
18,349
+346
102
$432K ﹤0.01%
+20,456
103
$421K ﹤0.01%
+7,512
104
$403K ﹤0.01%
+2,900
105
$403K ﹤0.01%
+6,681
106
$400K ﹤0.01%
+3,638
107
$388K ﹤0.01%
7,702
+20
108
$386K ﹤0.01%
19,615
+159
109
$353K ﹤0.01%
24,222
+7,788
110
$333K ﹤0.01%
1,988
-109
111
$314K ﹤0.01%
+1,945
112
$286K ﹤0.01%
+3,334
113
$240K ﹤0.01%
+4,293
114
$229K ﹤0.01%
+1,169
115
$227K ﹤0.01%
+5,514
116
$222K ﹤0.01%
7,147
-584
117
$208K ﹤0.01%
+7,390
118
$157K ﹤0.01%
58,296
+10,989
119
– –
-5,624
120
– –
-222,641
121
– –
-9,711
122
– –
-109,477
123
– –
-46,946
124
– –
-25,736
125
– –
-15,818
1 2 3 4
5