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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$995K ﹤0.01%
9,502
+1,405
102
$986K ﹤0.01%
2,293
+84
103
$979K ﹤0.01%
15,091
-1,447
104
$969K ﹤0.01%
12,447
+1,063
105
$946K ﹤0.01%
22,028
106
$916K ﹤0.01%
40,581
+74
107
$885K ﹤0.01%
28,580
+709
108
$870K ﹤0.01%
16,523
109
$867K ﹤0.01%
14,373
110
$854K ﹤0.01%
22,733
111
$832K ﹤0.01%
38,294
-6,060
112
$824K ﹤0.01%
1,633
+323
113
$814K ﹤0.01%
9,884
-1,364
114
$809K ﹤0.01%
22,294
-236
115
$793K ﹤0.01%
1,980
-1,039
116
$793K ﹤0.01%
5,095
-701
117
$776K ﹤0.01%
6,360
-7,260
118
$771K ﹤0.01%
5,501
-941
119
$757K ﹤0.01%
+6,040
120
$755K ﹤0.01%
7,210
+4,347
121
$733K ﹤0.01%
25,414
122
$662K ﹤0.01%
20,974
123
$639K ﹤0.01%
2,905
-272
124
$632K ﹤0.01%
10,023
-3,310
125
$621K ﹤0.01%
2,687
+1,398
3 4
5
6 7