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
$20.7B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$80.1M
3
+$79.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$56.4M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$47.7M

Top Sells

1
+$331M
2
+$97.7M
3
+$64.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$53.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$37.7M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.12%
3 Financials 0.11%
4 Consumer Discretionary 0.06%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K ﹤0.01%
+5,067
127
$222K ﹤0.01%
5,140
-374
128
$211K ﹤0.01%
4,077
-216
129
$207K ﹤0.01%
+3,080
130
– –
-37,719
131
– –
-21,833
132
– –
-206,694
133
– –
-5,700
134
– –
-3,638
135
– –
-3,334
136
– –
-15,501
137
– –
-58,296
138
– –
-1,169
139
– –
-18,349
2 3 4 5
6