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
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$595K ﹤0.01%
10,565
-34,069
127
$587K ﹤0.01%
6,580
-146
128
$581K ﹤0.01%
10,629
-4,640
129
$577K ﹤0.01%
5,523
+1,440
130
$566K ﹤0.01%
+1,987
131
$555K ﹤0.01%
15,199
+5,887
132
$553K ﹤0.01%
+12,160
133
$534K ﹤0.01%
4,466
+1,856
134
$532K ﹤0.01%
11,079
-1,190
135
$526K ﹤0.01%
+15,172
136
$510K ﹤0.01%
+11,413
137
$477K ﹤0.01%
8,646
+1,567
138
$475K ﹤0.01%
+1,898
139
$472K ﹤0.01%
+6,342
140
$459K ﹤0.01%
+3,265
141
$441K ﹤0.01%
18,146
+730
142
$435K ﹤0.01%
+2,251
143
$430K ﹤0.01%
+6,060
144
$418K ﹤0.01%
+3,620
145
$400K ﹤0.01%
+2,289
146
$386K ﹤0.01%
+2,193
147
$372K ﹤0.01%
2,402
148
$363K ﹤0.01%
+6,158
149
$361K ﹤0.01%
12,794
+853
150
$360K ﹤0.01%
+9,194
4 5
6
7 8