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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$898K ﹤0.01%
2,056
+552
127
$888K ﹤0.01%
7,570
-2,836
128
$881K ﹤0.01%
9,725
+54
129
$861K ﹤0.01%
14,868
-534
130
$824K ﹤0.01%
7,346
-47
131
$795K ﹤0.01%
24,550
+60
132
$789K ﹤0.01%
3,821
+5
133
$721K ﹤0.01%
5,576
+98
134
$693K ﹤0.01%
+10,410
135
$655K ﹤0.01%
4,103
+42
136
$652K ﹤0.01%
22,353
+3,116
137
$649K ﹤0.01%
7,102
-2,360
138
$639K ﹤0.01%
7,930
-222
139
$632K ﹤0.01%
+6,136
140
$625K ﹤0.01%
7,849
+2,759
141
$620K ﹤0.01%
6,241
+71
142
$618K ﹤0.01%
3,600
+523
143
$611K ﹤0.01%
2,748
-1,939
144
$610K ﹤0.01%
7,532
-2,605
145
$605K ﹤0.01%
2,257
-387
146
$601K ﹤0.01%
10,819
-182
147
$580K ﹤0.01%
9,466
+5,929
148
$575K ﹤0.01%
9,081
+3,846
149
$572K ﹤0.01%
1,007
-390
150
$570K ﹤0.01%
1,565
+30
4 5
6
7 8