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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.01%
56,437
+594
102
$2.86M 0.01%
104,006
-1,526
103
$2.83M 0.01%
22,710
+2,500
104
$2.67M 0.01%
+71,250
105
$2.65M 0.01%
+22,160
106
$2.63M 0.01%
21,013
+1,063
107
$2.5M 0.01%
95,834
+79,980
108
$2.42M 0.01%
31,921
+2,543
109
$2.39M 0.01%
63,540
-20,227
110
$2.3M 0.01%
20,298
+1,060
111
$2.25M 0.01%
55,938
+48,309
112
$2.25M 0.01%
6,370
-2,710
113
$2.24M 0.01%
22,322
+7,557
114
$2.23M 0.01%
30,217
+22,368
115
$2.23M 0.01%
+9,723
116
$2.16M 0.01%
47,869
+26,416
117
$2.08M 0.01%
183,395
-7,167
118
$1.92M 0.01%
32,709
+3,971
119
$1.9M 0.01%
15,878
+13,363
120
$1.82M ﹤0.01%
7,260
+3,445
121
$1.81M ﹤0.01%
+8,547
122
$1.81M ﹤0.01%
66,765
-4,036
123
$1.81M ﹤0.01%
6,623
-57
124
$1.8M ﹤0.01%
72,814
+10,908
125
$1.75M ﹤0.01%
8,509
+5,761
3 4
5
6 7