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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M ﹤0.01%
45,202
+4,800
102
$1.6M ﹤0.01%
70,801
-10,275
103
$1.57M ﹤0.01%
61,906
-886
104
$1.51M ﹤0.01%
41,688
+28,280
105
$1.44M ﹤0.01%
49,810
-26,395
106
$1.41M ﹤0.01%
8,440
-7,280
107
$1.31M ﹤0.01%
12,247
+381
108
$1.3M ﹤0.01%
7,268
+188
109
$1.29M ﹤0.01%
5,082
+785
110
$1.27M ﹤0.01%
25,595
-22
111
$1.26M ﹤0.01%
73,269
112
$1.2M ﹤0.01%
23,789
-39
113
$1.19M ﹤0.01%
3,381
-576
114
$1.19M ﹤0.01%
62,904
+18
115
$1.12M ﹤0.01%
27,409
-1,276
116
$1.1M ﹤0.01%
+33,491
117
$1.1M ﹤0.01%
2,182
-519
118
$1.05M ﹤0.01%
7,008
-231
119
$1.05M ﹤0.01%
21,453
+13,530
120
$1.05M ﹤0.01%
39,043
+5,311
121
$1.04M ﹤0.01%
2,500
-1,141
122
$1.01M ﹤0.01%
3,815
-731
123
$941K ﹤0.01%
3,811
-242
124
$936K ﹤0.01%
5,474
-1,078
125
$933K ﹤0.01%
+6,295
3 4
5
6 7