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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Sells

1 +$531M
2 +$179M
3 +$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.12M ﹤0.01%
18,388
-1,242
102
$1.09M ﹤0.01%
23,465
-2,037
103
$1.07M ﹤0.01%
6,070
+4,696
104
$1.07M ﹤0.01%
32,872
-2,615
105
$1.04M ﹤0.01%
47,513
-6,473
106
$1.04M ﹤0.01%
17,087
-2,871
107
$1.02M ﹤0.01%
14,233
+7,653
108
$971K ﹤0.01%
34,852
-6,891
109
$962K ﹤0.01%
17,676
-914
110
$959K ﹤0.01%
6,115
-1,289
111
$945K ﹤0.01%
9,581
-108
112
$931K ﹤0.01%
10,776
-234
113
$908K ﹤0.01%
2,912
+882
114
$903K ﹤0.01%
+15,285
115
$902K ﹤0.01%
8,155
+805
116
$901K ﹤0.01%
+4,603
117
$896K ﹤0.01%
4,789
-56
118
$876K ﹤0.01%
11,960
+5,900
119
$848K ﹤0.01%
25,982
-8,185
120
$831K ﹤0.01%
11,243
+614
121
$803K ﹤0.01%
7,922
-29
122
$799K ﹤0.01%
6,866
+3,246
123
$784K ﹤0.01%
5,639
+1,173
124
$773K ﹤0.01%
4,384
+431
125
$759K ﹤0.01%
+71,866