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
$20.7B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$80.1M
3
+$79.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$56.4M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$47.7M

Top Sells

1
+$331M
2
+$97.7M
3
+$64.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$53.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$37.7M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.12%
3 Financials 0.11%
4 Consumer Discretionary 0.06%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$735K ﹤0.01%
14,760
+2,182
102
$726K ﹤0.01%
+5,811
103
$710K ﹤0.01%
+8,390
104
$695K ﹤0.01%
12,446
-355
105
$636K ﹤0.01%
21,552
+2,815
106
$619K ﹤0.01%
+10,084
107
$618K ﹤0.01%
10,568
-20,405
108
$583K ﹤0.01%
+4,251
109
$479K ﹤0.01%
7,793
+1,112
110
$474K ﹤0.01%
+7,523
111
$440K ﹤0.01%
19,885
+270
112
$434K ﹤0.01%
+8,100
113
$413K ﹤0.01%
7,680
-22
114
$411K ﹤0.01%
+2,781
115
$392K ﹤0.01%
18,345
-2,111
116
$360K ﹤0.01%
2,018
+30
117
$349K ﹤0.01%
+2,107
118
$340K ﹤0.01%
17,665
-29,600
119
$338K ﹤0.01%
6,554
-28,622
120
$317K ﹤0.01%
+1,633
121
$312K ﹤0.01%
7,427
+280
122
$306K ﹤0.01%
1,968
+23
123
$277K ﹤0.01%
+2,593
124
$266K ﹤0.01%
6,449
-4,131
125
$247K ﹤0.01%
8,520
+1,130
2 3 4
5
6