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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.01%
44,035
-6,250
127
$2.38M 0.01%
85,750
-50,570
128
$2.35M 0.01%
69,234
+30,819
129
$2.3M 0.01%
30,200
+19,724
130
$2.23M 0.01%
92,753
+39,719
131
$2.15M 0.01%
9,633
+855
132
$2.07M 0.01%
60,010
-10,140
133
$2.07M 0.01%
9,571
-7,997
134
$2.01M 0.01%
12,305
+2,362
135
$2.01M 0.01%
50,924
-2,887
136
$1.94M 0.01%
40,540
+3,345
137
$1.93M 0.01%
64,236
+23,326
138
$1.93M 0.01%
74,998
-6,045
139
$1.9M 0.01%
74,352
+136
140
$1.86M ﹤0.01%
+80,952
141
$1.79M ﹤0.01%
24,305
-11,178
142
$1.78M ﹤0.01%
34,075
+24,999
143
$1.77M ﹤0.01%
75,324
+18,014
144
$1.73M ﹤0.01%
152,316
-16,578
145
$1.69M ﹤0.01%
15,904
-1,269
146
$1.68M ﹤0.01%
40,363
+3,735
147
$1.67M ﹤0.01%
68,258
+16,600
148
$1.65M ﹤0.01%
8,268
-963
149
$1.62M ﹤0.01%
+60,003
150
$1.61M ﹤0.01%
28,485
-8,685
4 5
6
7 8