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
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$240K ﹤0.01%
+811
177
$240K ﹤0.01%
+827
178
$239K ﹤0.01%
+3,109
179
$239K ﹤0.01%
+3,351
180
$238K ﹤0.01%
+5,347
181
$234K ﹤0.01%
4,242
-7,481
182
$230K ﹤0.01%
1,819
-116
183
$230K ﹤0.01%
+1,374
184
$228K ﹤0.01%
+5,700
185
$225K ﹤0.01%
+14,198
186
$224K ﹤0.01%
8,761
+325
187
$223K ﹤0.01%
+2,215
188
$222K ﹤0.01%
+3,140
189
$221K ﹤0.01%
+5,806
190
$219K ﹤0.01%
+7,070
191
$214K ﹤0.01%
+9,200
192
$213K ﹤0.01%
+2,888
193
$211K ﹤0.01%
+8,140
194
$211K ﹤0.01%
+1,593
195
$207K ﹤0.01%
+1,589
196
$172K ﹤0.01%
+8,333
197
$167K ﹤0.01%
+15,136
198
$163K ﹤0.01%
+500
199
$137K ﹤0.01%
+22,524
200
$131K ﹤0.01%
11,355
5 6 7
8
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