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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.7M 0.01%
48,331
-82,626
102
$3.63M 0.01%
15,616
+428
103
$3.59M 0.01%
8,744
+1,410
104
$3.57M 0.01%
33,536
-61,566
105
$3.39M 0.01%
20,358
-923
106
$3.39M 0.01%
33,473
+2,026
107
$3.16M 0.01%
10,239
+1,009
108
$3.12M 0.01%
59,742
+2,623
109
$3.12M 0.01%
82,964
+32,697
110
$3.1M 0.01%
73,916
-5,497
111
$3.07M 0.01%
133,391
+54,193
112
$3.04M 0.01%
+105,651
113
$2.97M 0.01%
38,142
-19,074
114
$2.95M 0.01%
13,903
-6,566
115
$2.94M 0.01%
182,388
-5,712
116
$2.94M 0.01%
86,817
-9,446
117
$2.91M 0.01%
18,881
-864
118
$2.78M 0.01%
110,432
+70,138
119
$2.67M 0.01%
37,211
+14,638
120
$2.59M 0.01%
23,581
-1,248
121
$2.58M 0.01%
24,776
+20,491
122
$2.57M 0.01%
68,918
+15,818
123
$2.52M 0.01%
26,925
-2,251
124
$2.47M 0.01%
55,495
+19,399
125
$2.46M 0.01%
62,324
+24,581
3 4
5
6 7