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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.55M 0.01%
35,721
+1,777
127
$1.53M 0.01%
18,458
-1,157
128
$1.53M 0.01%
15,888
-486
129
$1.48M ﹤0.01%
300,254
+41,275
130
$1.45M ﹤0.01%
66,603
+9,373
131
$1.4M ﹤0.01%
9,778
+1,802
132
$1.39M ﹤0.01%
35,913
133
$1.38M ﹤0.01%
42,417
+7,245
134
$1.38M ﹤0.01%
5,000
-1,539
135
$1.37M ﹤0.01%
61,604
+12,166
136
$1.33M ﹤0.01%
56,513
+7,993
137
$1.3M ﹤0.01%
9,056
+241
138
$1.28M ﹤0.01%
34,057
+2,388
139
$1.28M ﹤0.01%
36,839
-33,328
140
$1.28M ﹤0.01%
76,362
+12,437
141
$1.28M ﹤0.01%
106,476
+16,764
142
$1.24M ﹤0.01%
51,276
-17,382
143
$1.23M ﹤0.01%
67,980
+7,146
144
$1.23M ﹤0.01%
7,197
+4,594
145
$1.21M ﹤0.01%
31,874
-705
146
$1.21M ﹤0.01%
53,633
+3,124
147
$1.18M ﹤0.01%
18,828
+3,092
148
$1.18M ﹤0.01%
31,312
+1,004
149
$1.14M ﹤0.01%
6,996
-358
150
$1.14M ﹤0.01%
13,182
-293
4 5
6
7 8