Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.48B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$92.2M
2
+$33.1M
3
+$26.1M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.7M

Top Sells

1
+$5.92M
2
+$4.69M
3
+$4.6M
4
ABT icon
Abbott
ABT
+$2.39M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Sector Composition

1 Healthcare 0.94%
2 Industrials 0.75%
3 Financials 0.68%
4 Utilities 0.55%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
+17
177
$1K ﹤0.01%
+12
178
$1K ﹤0.01%
+50
179
$1K ﹤0.01%
+100
180
$1K ﹤0.01%
+48
181
$1K ﹤0.01%
+6
182
$1K ﹤0.01%
+37
183
$1K ﹤0.01%
+17
184
$1K ﹤0.01%
+19
185
$1K ﹤0.01%
+9
186
$1K ﹤0.01%
+30
187
$1K ﹤0.01%
+10
188
$1K ﹤0.01%
+17
189
$1K ﹤0.01%
+11
190
$1K ﹤0.01%
+60
191
$1K ﹤0.01%
+5
192
$1K ﹤0.01%
+62
193
$1K ﹤0.01%
+14
194
$1K ﹤0.01%
+12
195
$1K ﹤0.01%
+9
196
$1K ﹤0.01%
+14
197
$1K ﹤0.01%
+18
198
$1K ﹤0.01%
+48
199
$1K ﹤0.01%
+17
200
$1K ﹤0.01%
+20
6 7
8
9 10