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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$301K ﹤0.01%
20,000
177
$300K ﹤0.01%
10,211
+316
178
$300K ﹤0.01%
1,454
+8
179
$294K ﹤0.01%
3,203
-345
180
$293K ﹤0.01%
8,798
-1
181
$293K ﹤0.01%
4,672
+213
182
$291K ﹤0.01%
2,715
+328
183
$289K ﹤0.01%
2,706
+12
184
$288K ﹤0.01%
7,820
185
$282K ﹤0.01%
2,807
-413
186
$273K ﹤0.01%
40,000
187
$268K ﹤0.01%
4,911
-190
188
$268K ﹤0.01%
7,314
-789
189
$267K ﹤0.01%
1,188
+74
190
$263K ﹤0.01%
5,428
-804
191
$260K ﹤0.01%
1,384
192
$250K ﹤0.01%
4,460
+719
193
$247K ﹤0.01%
1,137
+51
194
$245K ﹤0.01%
12,240
-4,040
195
$241K ﹤0.01%
2,440
-5,109
196
$233K ﹤0.01%
581
197
$232K ﹤0.01%
5,889
-7,699
198
$230K ﹤0.01%
1,621
-28
199
$229K ﹤0.01%
15,401
-20,892
200
$225K ﹤0.01%
1,359
-1,092
6 7
8
9 10