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
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$355K ﹤0.01%
+33,195
152
$354K ﹤0.01%
+5,888
153
$352K ﹤0.01%
+1,550
154
$346K ﹤0.01%
16,264
-3,935
155
$339K ﹤0.01%
+7,263
156
$317K ﹤0.01%
6,853
-421
157
$317K ﹤0.01%
+6,306
158
$313K ﹤0.01%
+11,154
159
$309K ﹤0.01%
+3,306
160
$305K ﹤0.01%
+1,179
161
$297K ﹤0.01%
+7,839
162
$273K ﹤0.01%
+22,296
163
$268K ﹤0.01%
+2,274
164
$267K ﹤0.01%
+19,538
165
$261K ﹤0.01%
+12,948
166
$261K ﹤0.01%
+1,802
167
$260K ﹤0.01%
6,503
-24,374
168
$257K ﹤0.01%
+1,210
169
$255K ﹤0.01%
+1,509
170
$252K ﹤0.01%
+3,059
171
$249K ﹤0.01%
+2,645
172
$248K ﹤0.01%
8,570
+1,230
173
$244K ﹤0.01%
+2,188
174
$244K ﹤0.01%
+6,101
175
$242K ﹤0.01%
+745
5 6
7
8 9