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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.13M ﹤0.01%
51,092
+8,107
152
$1.1M ﹤0.01%
2,340
-44
153
$1.09M ﹤0.01%
31,937
+6,367
154
$1.05M ﹤0.01%
7,363
-186
155
$1.03M ﹤0.01%
55,752
+8,041
156
$1.02M ﹤0.01%
26,375
+739
157
$1.01M ﹤0.01%
43,241
+8,798
158
$992K ﹤0.01%
25,761
-2,898
159
$985K ﹤0.01%
11,281
+4,906
160
$963K ﹤0.01%
50,556
+548
161
$956K ﹤0.01%
21,503
-302
162
$951K ﹤0.01%
32,126
+597
163
$918K ﹤0.01%
10,060
+112
164
$916K ﹤0.01%
29,876
+8,029
165
$889K ﹤0.01%
5,190
+396
166
$877K ﹤0.01%
31,605
-1,302
167
$853K ﹤0.01%
33,671
+10,626
168
$823K ﹤0.01%
4,228
+475
169
$820K ﹤0.01%
14,456
-1,121
170
$820K ﹤0.01%
53,459
+3,593
171
$816K ﹤0.01%
30,800
+5,688
172
$812K ﹤0.01%
+200
173
$806K ﹤0.01%
6,624
-1,336
174
$805K ﹤0.01%
10,354
+3,175
175
$766K ﹤0.01%
41,812
+174
5 6
7
8 9