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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.07M 0.01%
20,549
+5,149
102
$3.07M 0.01%
63,734
-4,656
103
$2.94M 0.01%
30,765
+1,645
104
$2.92M 0.01%
74,709
-1,665
105
$2.84M 0.01%
14,144
+64
106
$2.66M 0.01%
25,330
+89
107
$2.62M 0.01%
19,362
-135
108
$2.59M 0.01%
9,703
+3,182
109
$2.59M 0.01%
15,684
-550
110
$2.53M 0.01%
24,859
+584
111
$2.47M 0.01%
44,038
+8,646
112
$2.41M 0.01%
29,254
+333
113
$2.36M 0.01%
22,981
-915
114
$2.3M 0.01%
11,773
+954
115
$2.29M 0.01%
16,889
+1,804
116
$2.28M 0.01%
53,256
+4,217
117
$2.21M 0.01%
94,030
+2,070
118
$2.17M 0.01%
30,195
+2,885
119
$2.08M 0.01%
68,514
-16,529
120
$2.06M 0.01%
192,355
+9,490
121
$1.9M 0.01%
62,763
+10,154
122
$1.8M 0.01%
148,040
+47,600
123
$1.71M 0.01%
3,387
+1,041
124
$1.65M 0.01%
54,232
-7,099
125
$1.64M 0.01%
26,250
-5,076
3 4
5
6 7