Financial Engines Advisors Portfolio holdings
AUM
$50.1B
1-Year Return
10.54%
This Quarter Return
-12.7%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$14.5B
AUM Growth
+$9.23B
(+176%)
Cap. Flow
+$8B
Cap. Flow
% of AUM
55.25%
Top 10 Holdings %
Top 10 Hldgs %
75.91%
Holding
194
New
39
Increased
34
Reduced
29
Closed
92
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$2.44B |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$1.99B |
| 3 |
iShares Exponential Technologies ETF
XT
|
$1.39B |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$917M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$696M |
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
$1.96B |
| 2 |
Schwab International Equity ETF
SCHF
|
$88.8M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$25M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$22.2M |
| 5 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$14.6M |
Sector Composition
| 1 | Utilities | 0.22% |
| 2 | Financials | 0.16% |
| 3 | Healthcare | 0.16% |
| 4 | Industrials | 0.13% |
| 5 | Consumer Discretionary | 0.05% |
