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
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M ﹤0.01%
34,167
-30,235
102
$1.06M ﹤0.01%
26,500
-77,444
103
$1.05M ﹤0.01%
35,487
-80,607
104
$999K ﹤0.01%
41,743
-146,790
105
$912K ﹤0.01%
18,590
-59,008
106
$894K ﹤0.01%
9,689
+849
107
$882K ﹤0.01%
+4,087
108
$870K ﹤0.01%
11,010
-30,884
109
$856K ﹤0.01%
53,986
+137
110
$832K ﹤0.01%
4,845
-12,404
111
$806K ﹤0.01%
35,308
+14,790
112
$804K ﹤0.01%
+22,183
113
$786K ﹤0.01%
7,350
-1,800
114
$781K ﹤0.01%
+20,125
115
$761K ﹤0.01%
7,951
-16,017
116
$712K ﹤0.01%
13,617
-877
117
$689K ﹤0.01%
+31,100
118
$680K ﹤0.01%
12,463
-238
119
$657K ﹤0.01%
18,177
+3,227
120
$656K ﹤0.01%
4,580
-6,999
121
$648K ﹤0.01%
3,953
-351
122
$601K ﹤0.01%
+7,521
123
$600K ﹤0.01%
+10,000
124
$599K ﹤0.01%
+2,030
125
$596K ﹤0.01%
955
+467
3 4
5
6 7