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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 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
$1.32M ﹤0.01%
27,901
-67
102
$1.32M ﹤0.01%
37,880
-9,633
103
$1.21M ﹤0.01%
32,063
-809
104
$1.2M ﹤0.01%
4,530
+2,318
105
$1.13M ﹤0.01%
34,002
-850
106
$1.12M ﹤0.01%
16,899
-777
107
$1.12M ﹤0.01%
7,863
-292
108
$1.1M ﹤0.01%
27,195
+1,213
109
$1.04M ﹤0.01%
10,171
-605
110
$1.04M ﹤0.01%
2,974
+62
111
$1.02M ﹤0.01%
4,398
+69
112
$1.01M ﹤0.01%
4,512
-91
113
$942K ﹤0.01%
15,573
+288
114
$938K ﹤0.01%
15,830
+2,641
115
$936K ﹤0.01%
5,944
+1,026
116
$923K ﹤0.01%
4,709
+208
117
$916K ﹤0.01%
7,701
-221
118
$909K ﹤0.01%
4,290
-499
119
$895K ﹤0.01%
8,587
-994
120
$887K ﹤0.01%
4,288
-96
121
$885K ﹤0.01%
40,739
+7,872
122
$848K ﹤0.01%
10,037
-4,196
123
$842K ﹤0.01%
10,702
+1,680
124
$821K ﹤0.01%
22,608
+314
125
$818K ﹤0.01%
9,340
-600
3 4
5
6 7