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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 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
$586K ﹤0.01%
20,974
152
$586K ﹤0.01%
1,257
-9
153
$576K ﹤0.01%
8,210
-300
154
$564K ﹤0.01%
14,931
+4,063
155
$561K ﹤0.01%
3,175
+892
156
$546K ﹤0.01%
23,202
+2,452
157
$544K ﹤0.01%
6,844
-76
158
$537K ﹤0.01%
16,517
-593
159
$531K ﹤0.01%
13,793
-1,777
160
$521K ﹤0.01%
25,414
+122
161
$505K ﹤0.01%
2,427
-288
162
$498K ﹤0.01%
12,086
-483
163
$494K ﹤0.01%
1,382
+186
164
$493K ﹤0.01%
1,313
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$492K ﹤0.01%
13,376
-22,545
166
$478K ﹤0.01%
3,435
-2,204
167
$469K ﹤0.01%
+2,577
168
$467K ﹤0.01%
3,884
-2,982
169
$459K ﹤0.01%
8,480
-1,160
170
$458K ﹤0.01%
12,319
-431
171
$456K ﹤0.01%
6,659
-993
172
$454K ﹤0.01%
1,661
+132
173
$450K ﹤0.01%
2,481
-562
174
$445K ﹤0.01%
6,520
+16
175
$417K ﹤0.01%
2,795
+127
5 6
7
8 9