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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.74M ﹤0.01%
33,288
+5,149
127
$1.7M ﹤0.01%
6,861
+434
128
$1.61M ﹤0.01%
55,373
+10,171
129
$1.49M ﹤0.01%
98,792
+86,773
130
$1.49M ﹤0.01%
29,213
+20,944
131
$1.45M ﹤0.01%
2,516
+1,509
132
$1.4M ﹤0.01%
27,915
+4,126
133
$1.39M ﹤0.01%
16,631
+10,495
134
$1.38M ﹤0.01%
4,597
+2,097
135
$1.37M ﹤0.01%
49,810
136
$1.37M ﹤0.01%
7,774
+506
137
$1.36M ﹤0.01%
37,852
-1,600
138
$1.35M ﹤0.01%
36,536
+31,750
139
$1.35M ﹤0.01%
+47,188
140
$1.35M ﹤0.01%
+30,308
141
$1.31M ﹤0.01%
+18,752
142
$1.29M ﹤0.01%
30,986
+25,223
143
$1.28M ﹤0.01%
7,205
+1,731
144
$1.25M ﹤0.01%
13,587
+7,451
145
$1.23M ﹤0.01%
12,024
+9,248
146
$1.22M ﹤0.01%
25,838
+243
147
$1.22M ﹤0.01%
68,235
+41,184
148
$1.19M ﹤0.01%
5,018
-1,653
149
$1.19M ﹤0.01%
7,951
+943
150
$1.18M ﹤0.01%
+46,895
4 5
6
7 8