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
$5.24B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$173M
3
+$133M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$109M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$75.2M

Top Sells

1
+$174M
2
+$9.12M
3
+$1.83M
4
EVRG icon
Evergy
EVRG
+$1.79M
5
ABT icon
Abbott
ABT
+$1.47M

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
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