Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.24B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$171M
3
+$135M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$110M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$72.1M

Top Sells

1
+$204M
2
+$9.13M
3
+$1.83M
4
EVRG icon
Evergy
EVRG
+$1.79M
5
VSAT icon
Viasat
VSAT
+$1.44M

Sector Composition

1 Industrials 0.5%
2 Healthcare 0.48%
3 Utilities 0.48%
4 Financials 0.43%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
+15
152
$1K ﹤0.01%
+36
153
$1K ﹤0.01%
16
-39
154
$1K ﹤0.01%
32
-2
155
$1K ﹤0.01%
14
-266
156
– –
-707
157
– –
-53
158
– –
-18
159
– –
-1
160
– –
-383
161
– –
-31,948
162
– –
-281
163
– –
-39
164
– –
-4
165
– –
-448
166
– –
-44
167
– –
0
168
– –
-40
169
– –
-7,920
170
– –
-18
171
– –
-390
172
– –
-48
173
– –
-595
174
– –
-68
175
– –
-1
4 5 6
7
8