Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$126M
3
+$88.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$43.6M

Top Sells

1
+$286M
2
+$71.2M
3
+$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.62M 0.01%
15,467
+8,286
152
$2.5M 0.01%
6,528
-353
153
$2.42M 0.01%
110,470
+23,655
154
$2.34M 0.01%
51,269
-4,432
155
$2.28M 0.01%
62,504
+2,806
156
$2.27M 0.01%
24,010
-52,020
157
$2.25M 0.01%
87,898
+1,827
158
$2.25M 0.01%
24,880
-683
159
$2.21M 0.01%
16,028
-286
160
$2M ﹤0.01%
15,997
-385
161
$1.99M ﹤0.01%
27,493
-7,102
162
$1.91M ﹤0.01%
18,247
+563
163
$1.86M ﹤0.01%
65,391
-1,268
164
$1.86M ﹤0.01%
2,534
+82
165
$1.81M ﹤0.01%
6,031
+15
166
$1.76M ﹤0.01%
97,379
-6,096
167
$1.74M ﹤0.01%
3,516
+515
168
$1.72M ﹤0.01%
14,905
+662
169
$1.71M ﹤0.01%
15,481
-25
170
$1.66M ﹤0.01%
8,279
+2,819
171
$1.66M ﹤0.01%
9,918
+492
172
$1.63M ﹤0.01%
10,307
+499
173
$1.6M ﹤0.01%
27,631
+2,083
174
$1.56M ﹤0.01%
20,745
-11,355
175
$1.53M ﹤0.01%
31,385
5 6
7
8 9