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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 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
$413K ﹤0.01%
2,598
+868
177
$403K ﹤0.01%
5,225
-3,875
178
$397K ﹤0.01%
722
179
$384K ﹤0.01%
2,088
-314
180
$383K ﹤0.01%
2,712
+453
181
$380K ﹤0.01%
7,323
-254
182
$379K ﹤0.01%
1,647
+227
183
$375K ﹤0.01%
9,220
+40
184
$372K ﹤0.01%
372
185
$370K ﹤0.01%
14,008
-2,662
186
$366K ﹤0.01%
12,950
187
$363K ﹤0.01%
20,000
188
$360K ﹤0.01%
1,669
-9
189
$358K ﹤0.01%
2,446
+59
190
$347K ﹤0.01%
2,452
-1
191
$343K ﹤0.01%
7,808
-559
192
$341K ﹤0.01%
2,777
193
$336K ﹤0.01%
3,996
+938
194
$333K ﹤0.01%
19,538
195
$324K ﹤0.01%
+3,485
196
$324K ﹤0.01%
+2,032
197
$323K ﹤0.01%
1,055
-256
198
$321K ﹤0.01%
5,542
+107
199
$318K ﹤0.01%
6,148
-1,174
200
$314K ﹤0.01%
1,446
6 7
8
9 10