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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$621K ﹤0.01%
5,553
-410
127
$608K ﹤0.01%
8,204
128
$603K ﹤0.01%
6,170
+39
129
$598K ﹤0.01%
10,680
-1,101
130
$596K ﹤0.01%
3,111
+212
131
$592K ﹤0.01%
10,390
-408
132
$591K ﹤0.01%
6,938
-2,923
133
$582K ﹤0.01%
7,340
+859
134
$566K ﹤0.01%
21,464
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135
$558K ﹤0.01%
1,528
-21
136
$555K ﹤0.01%
2,373
-948
137
$546K ﹤0.01%
15,860
138
$539K ﹤0.01%
3,995
+478
139
$512K ﹤0.01%
1,293
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140
$509K ﹤0.01%
1,464
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141
$505K ﹤0.01%
9,082
-140
142
$483K ﹤0.01%
3,120
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143
$482K ﹤0.01%
9,094
-4,680
144
$478K ﹤0.01%
1,198
-2
145
$474K ﹤0.01%
6,469
+353
146
$471K ﹤0.01%
12,015
-2,084
147
$467K ﹤0.01%
508
-12
148
$444K ﹤0.01%
12,110
+193
149
$439K ﹤0.01%
2,962
+294
150
$436K ﹤0.01%
9,279
-2,004
4 5
6
7 8