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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$430K ﹤0.01%
6,384
+26
152
$427K ﹤0.01%
372
153
$416K ﹤0.01%
7,551
+1,589
154
$407K ﹤0.01%
8,333
155
$404K ﹤0.01%
2,297
-380
156
$404K ﹤0.01%
2,088
157
$395K ﹤0.01%
1,899
+96
158
$388K ﹤0.01%
6,758
+85
159
$382K ﹤0.01%
4,878
-880
160
$377K ﹤0.01%
4,188
-380
161
$373K ﹤0.01%
12,871
+247
162
$367K ﹤0.01%
1,062
-117
163
$360K ﹤0.01%
3,790
+1,535
164
$347K ﹤0.01%
6,570
-2,200
165
$342K ﹤0.01%
1,780
+173
166
$341K ﹤0.01%
2,201
+97
167
$337K ﹤0.01%
9,350
168
$336K ﹤0.01%
1,465
+58
169
$333K ﹤0.01%
2,687
-90
170
$331K ﹤0.01%
674
-29
171
$319K ﹤0.01%
4,769
-1,627
172
$317K ﹤0.01%
1,076
+163
173
$313K ﹤0.01%
81,390
+9,366
174
$311K ﹤0.01%
1,604
-394
175
$309K ﹤0.01%
2,684
+54
5 6
7
8 9