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
$25.1B
AUM Growth
+$2.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Sells

1 +$531M
2 +$179M
3 +$135M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$93.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.4M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$362K ﹤0.01%
+6,504
177
$361K ﹤0.01%
+1,420
178
$350K ﹤0.01%
+722
179
$347K ﹤0.01%
7,577
+2,230
180
$329K ﹤0.01%
+1,976
181
$325K ﹤0.01%
16,670
+406
182
$323K ﹤0.01%
7,322
+819
183
$322K ﹤0.01%
17,730
-416
184
$320K ﹤0.01%
2,387
+798
185
$319K ﹤0.01%
+2,283
186
$308K ﹤0.01%
+2,453
187
$303K ﹤0.01%
12,950
+2
188
$298K ﹤0.01%
+1,678
189
$297K ﹤0.01%
+631
190
$295K ﹤0.01%
5,435
-1,418
191
$292K ﹤0.01%
2,259
-15
192
$290K ﹤0.01%
+1,446
193
$290K ﹤0.01%
+372
194
$282K ﹤0.01%
3,066
+7
195
$281K ﹤0.01%
+1,279
196
$281K ﹤0.01%
9,180
-20
197
$278K ﹤0.01%
+2,699
198
$277K ﹤0.01%
7,017
+916
199
$265K ﹤0.01%
+2,950
200
$264K ﹤0.01%
+688