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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Sells

1 +$531M
2 +$179M
3 +$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$757K ﹤0.01%
12,336
+1,257
127
$744K ﹤0.01%
22,183
128
$732K ﹤0.01%
4,918
+1,653
129
$730K ﹤0.01%
9,940
+6,800
130
$720K ﹤0.01%
+6,276
131
$719K ﹤0.01%
9,022
+2,680
132
$710K ﹤0.01%
11,161
+596
133
$708K ﹤0.01%
32,867
-2,441
134
$696K ﹤0.01%
+22,733
135
$695K ﹤0.01%
+11,634
136
$693K ﹤0.01%
7,822
+301
137
$680K ﹤0.01%
+40,339
138
$678K ﹤0.01%
14,538
+8,838
139
$674K ﹤0.01%
4,501
-79
140
$674K ﹤0.01%
13,189
-428
141
$667K ﹤0.01%
+22,294
142
$665K ﹤0.01%
11,178
+2,532
143
$653K ﹤0.01%
3,266
+1,015
144
$631K ﹤0.01%
9,100
+3,212
145
$621K ﹤0.01%
+22,651
146
$620K ﹤0.01%
5,315
-208
147
$616K ﹤0.01%
1,995
+8
148
$614K ﹤0.01%
2,212
+314
149
$573K ﹤0.01%
18,630
-26,550
150
$568K ﹤0.01%
15,570
+398