Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.24B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$171M
3
+$135M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$110M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$72.1M

Top Sells

1
+$204M
2
+$9.13M
3
+$1.83M
4
EVRG icon
Evergy
EVRG
+$1.79M
5
VSAT icon
Viasat
VSAT
+$1.44M

Sector Composition

1 Industrials 0.5%
2 Healthcare 0.48%
3 Utilities 0.48%
4 Financials 0.43%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
71
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-1
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148
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+23
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$3K ﹤0.01%
34
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+76
135
$3K ﹤0.01%
281
+46
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+136
137
$3K ﹤0.01%
37
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$3K ﹤0.01%
1,192
-41
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$2K ﹤0.01%
166
+6
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$2K ﹤0.01%
36
-14
141
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19
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$2K ﹤0.01%
18
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$2K ﹤0.01%
+46
144
$2K ﹤0.01%
+51
145
$2K ﹤0.01%
+40
146
$2K ﹤0.01%
+79
147
$2K ﹤0.01%
+21
148
$2K ﹤0.01%
40
-2
149
$2K ﹤0.01%
46
-2
150
$1K ﹤0.01%
7
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