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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.7M 0.01%
7,033
-211
152
$3.65M 0.01%
50,905
-4,481
153
$3.59M 0.01%
126,298
+1,942
154
$3.59M 0.01%
60,905
-1,634
155
$3.57M 0.01%
129,808
-11,005
156
$3.55M 0.01%
126,274
-36,131
157
$3.55M 0.01%
77,972
-15,912
158
$3.37M 0.01%
39,593
-5,494
159
$3.33M 0.01%
70,058
+10,722
160
$3.27M 0.01%
27,868
-1,400
161
$3.26M 0.01%
123,508
+9,392
162
$3.05M 0.01%
35,033
-11,262
163
$3.02M 0.01%
50,232
-16,961
164
$2.98M 0.01%
23,912
-901
165
$2.97M 0.01%
55,837
-1,405
166
$2.88M 0.01%
11,453
-378
167
$2.87M 0.01%
5,758
+16
168
$2.85M 0.01%
28,407
+11,724
169
$2.81M 0.01%
16,338
-5,222
170
$2.81M 0.01%
146,856
+15,713
171
$2.77M 0.01%
62,500
-2,150
172
$2.76M 0.01%
84,490
+13,235
173
$2.61M 0.01%
13,988
-1,255
174
$2.57M 0.01%
41,399
-2,265
175
$2.57M 0.01%
103,228
-224,198
5 6
7
8 9