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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Sells

1 +$531M
2 +$179M
3 +$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$559K ﹤0.01%
+1,266
152
$553K ﹤0.01%
+20,974
153
$551K ﹤0.01%
+8,510
154
$535K ﹤0.01%
2,715
+1,206
155
$532K ﹤0.01%
6,186
+3,298
156
$508K ﹤0.01%
2,614
+421
157
$507K ﹤0.01%
5,270
+2,625
158
$498K ﹤0.01%
10,762
+1,568
159
$482K ﹤0.01%
9,640
-2,520
160
$479K ﹤0.01%
12,150
+4,887
161
$471K ﹤0.01%
+17,110
162
$469K ﹤0.01%
12,750
-2,449
163
$439K ﹤0.01%
+7,652
164
$431K ﹤0.01%
12,569
+1,156
165
$429K ﹤0.01%
2,402
166
$425K ﹤0.01%
+25,292
167
$421K ﹤0.01%
6,920
+762
168
$412K ﹤0.01%
10,868
-7,309
169
$404K ﹤0.01%
1,196
+385
170
$401K ﹤0.01%
1,529
-21
171
$378K ﹤0.01%
3,043
+855
172
$370K ﹤0.01%
2,668
+1,075
173
$364K ﹤0.01%
1,311
+132
174
$364K ﹤0.01%
8,367
-4,427
175
$362K ﹤0.01%
+1,077