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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$532K ﹤0.01%
15,860
152
$527K ﹤0.01%
10,626
+6,107
153
$525K ﹤0.01%
+6,136
154
$520K ﹤0.01%
3,600
-3,700
155
$516K ﹤0.01%
6,492
+3,608
156
$509K ﹤0.01%
+24,504
157
$505K ﹤0.01%
9,810
+5,276
158
$503K ﹤0.01%
27,051
-7,222
159
$490K ﹤0.01%
9,732
-2,173
160
$484K ﹤0.01%
+11,288
161
$479K ﹤0.01%
8,217
+151
162
$468K ﹤0.01%
11,917
+5,567
163
$455K ﹤0.01%
5,328
164
$453K ﹤0.01%
3,818
+2,296
165
$452K ﹤0.01%
11,204
+1,110
166
$448K ﹤0.01%
+15,854
167
$448K ﹤0.01%
5,135
-8,433
168
$444K ﹤0.01%
6,072
+47
169
$442K ﹤0.01%
4,079
-76
170
$441K ﹤0.01%
19,538
171
$436K ﹤0.01%
840
-52
172
$436K ﹤0.01%
9,078
+1,144
173
$431K ﹤0.01%
4,619
-733
174
$430K ﹤0.01%
5,319
+70
175
$430K ﹤0.01%
8,269
-3,155
5 6
7
8 9