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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.17M ﹤0.01%
+47,017
152
$1.17M ﹤0.01%
21,931
+11,112
153
$1.16M ﹤0.01%
30,540
+3,131
154
$1.15M ﹤0.01%
10,999
-1,248
155
$1.15M ﹤0.01%
2,252
+70
156
$1.13M ﹤0.01%
45,399
+6,356
157
$1.12M ﹤0.01%
63,066
+162
158
$1.1M ﹤0.01%
+32,101
159
$1.09M ﹤0.01%
13,446
+10,964
160
$1.07M ﹤0.01%
8,094
+1,799
161
$1.06M ﹤0.01%
+9,948
162
$1.03M ﹤0.01%
2,490
+434
163
$1.01M ﹤0.01%
12,266
+8,540
164
$1M ﹤0.01%
6,170
-1,400
165
$1M ﹤0.01%
+25,032
166
$1M ﹤0.01%
2,401
+1,629
167
$970K ﹤0.01%
+22,334
168
$968K ﹤0.01%
23,052
+699
169
$945K ﹤0.01%
10,718
+993
170
$874K ﹤0.01%
13,977
-891
171
$869K ﹤0.01%
3,812
+1
172
$818K ﹤0.01%
+8,995
173
$800K ﹤0.01%
+10,030
174
$795K ﹤0.01%
6,264
+688
175
$762K ﹤0.01%
20,038
+8,834
5 6
7
8 9