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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.4M 0.02%
319,867
+2,826
102
$8.27M 0.02%
249,466
-959
103
$7.89M 0.02%
343,198
-504,734
104
$7.7M 0.02%
82,092
+46,463
105
$7.61M 0.02%
304,339
+9,414
106
$7.58M 0.02%
29,265
-714
107
$7.41M 0.02%
123,934
-8,605
108
$7.33M 0.02%
30,036
-3,752
109
$7.23M 0.02%
13,585
-582
110
$7.19M 0.02%
163,781
-21,311
111
$6.87M 0.01%
26,558
-564
112
$6.82M 0.01%
295,723
+7,602
113
$6.81M 0.01%
238,517
-23,795
114
$6.7M 0.01%
79,395
-8,254
115
$6.58M 0.01%
108,748
+2,276
116
$6.5M 0.01%
21,176
-319
117
$6.34M 0.01%
125,861
+3,460
118
$6.12M 0.01%
121,774
-7,387
119
$5.92M 0.01%
104,341
+3,472
120
$5.89M 0.01%
264,848
+110,081
121
$5.82M 0.01%
29,154
-2,101
122
$5.73M 0.01%
145,445
-12,874
123
$5.7M 0.01%
195,695
-11,581
124
$5.62M 0.01%
261,035
-2,013
125
$5.59M 0.01%
15,250
-271
3 4
5
6 7