Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$126M
3
+$88.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$43.6M

Top Sells

1
+$286M
2
+$71.2M
3
+$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.78M 0.01%
120,559
+20,095
127
$3.67M 0.01%
14,657
+5,068
128
$3.63M 0.01%
175,437
-4,020
129
$3.55M 0.01%
17,220
+2,063
130
$3.54M 0.01%
253,328
+55,040
131
$3.44M 0.01%
30,166
-3,551
132
$3.4M 0.01%
16,328
-243
133
$3.33M 0.01%
+51,925
134
$3.18M 0.01%
129,814
-124,436
135
$3.16M 0.01%
27,825
-3,312
136
$3.14M 0.01%
+59,689
137
$3.07M 0.01%
96,397
+9,839
138
$3.05M 0.01%
23,347
-169
139
$3.01M 0.01%
126,986
+4,960
140
$2.95M 0.01%
9,783
+1,593
141
$2.88M 0.01%
28,030
+211
142
$2.87M 0.01%
+71,001
143
$2.87M 0.01%
49,026
-128,433
144
$2.81M 0.01%
55,157
+262
145
$2.79M 0.01%
98,912
+11,843
146
$2.79M 0.01%
47,433
+1,448
147
$2.76M 0.01%
10,600
-1,425
148
$2.76M 0.01%
68,648
-5,223
149
$2.75M 0.01%
52,332
-3,427
150
$2.64M 0.01%
5,494
+1,216
4 5
6
7 8