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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 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
$817K ﹤0.01%
9,320
-2,640
127
$808K ﹤0.01%
22,183
128
$807K ﹤0.01%
4,524
-1,546
129
$799K ﹤0.01%
11,032
-129
130
$787K ﹤0.01%
10,881
-1,455
131
$781K ﹤0.01%
6,143
+873
132
$771K ﹤0.01%
14,373
133
$771K ﹤0.01%
11,914
+280
134
$766K ﹤0.01%
3,501
+235
135
$750K ﹤0.01%
14,308
+3,546
136
$728K ﹤0.01%
40,423
+84
137
$727K ﹤0.01%
24,971
+7,241
138
$727K ﹤0.01%
6,214
-62
139
$715K ﹤0.01%
22,733
140
$704K ﹤0.01%
23,325
+4,695
141
$700K ﹤0.01%
3,414
+800
142
$689K ﹤0.01%
22,901
+250
143
$675K ﹤0.01%
7,373
-449
144
$667K ﹤0.01%
1,940
-55
145
$666K ﹤0.01%
14,889
+2,739
146
$656K ﹤0.01%
11,157
-21
147
$643K ﹤0.01%
16,003
+7,879
148
$611K ﹤0.01%
5,709
-477
149
$599K ﹤0.01%
8,170
-3,073
150
$596K ﹤0.01%
12,348
-2,190
4 5
6
7 8