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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.53M 0.01%
56,510
+1,336
127
$5.4M 0.01%
162,384
-15,203
128
$5.34M 0.01%
198,164
-1,084
129
$5.31M 0.01%
115,187
-117,288
130
$5.22M 0.01%
107,094
-29,812
131
$5.09M 0.01%
15,068
-629
132
$5.08M 0.01%
94,922
+2,627
133
$4.98M 0.01%
53,370
-3,330
134
$4.88M 0.01%
126,929
-1,706
135
$4.78M 0.01%
51,712
-199
136
$4.53M 0.01%
8,494
-211
137
$4.52M 0.01%
21,887
-127
138
$4.51M 0.01%
187,602
+19,734
139
$4.43M 0.01%
112,443
-26,236
140
$4.31M 0.01%
14,123
+1,941
141
$4.19M 0.01%
7,625
-267
142
$4.15M 0.01%
123,454
+2,099
143
$4.12M 0.01%
21,226
-1,140
144
$4.08M 0.01%
184,877
-3,071
145
$4.05M 0.01%
16,500
-49
146
$4.02M 0.01%
82,409
+77,499
147
$3.97M 0.01%
4,193
+629
148
$3.88M 0.01%
15,875
-2,173
149
$3.79M 0.01%
28,556
+907
150
$3.73M 0.01%
73,467
+1,001
4 5
6
7 8