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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$759K ﹤0.01%
6,763
-583
177
$751K ﹤0.01%
+12,299
178
$740K ﹤0.01%
+21,616
179
$735K ﹤0.01%
+29,832
180
$734K ﹤0.01%
+14,700
181
$707K ﹤0.01%
+3,915
182
$686K ﹤0.01%
23,730
-820
183
$659K ﹤0.01%
+15,052
184
$636K ﹤0.01%
+13,270
185
$632K ﹤0.01%
1,769
+580
186
$617K ﹤0.01%
+3,669
187
$610K ﹤0.01%
+2,130
188
$600K ﹤0.01%
3,798
-23
189
$594K ﹤0.01%
1,708
+143
190
$589K ﹤0.01%
4,220
+2,440
191
$585K ﹤0.01%
6,245
+4
192
$580K ﹤0.01%
2,602
-4,289
193
$564K ﹤0.01%
8,095
+165
194
$560K ﹤0.01%
11,959
+2,227
195
$541K ﹤0.01%
13,585
-19,906
196
$536K ﹤0.01%
4,053
-50
197
$529K ﹤0.01%
15,404
+2,389
198
$525K ﹤0.01%
+24,871
199
$500K ﹤0.01%
+42,088
200
$494K ﹤0.01%
8,858
-223
6 7
8
9 10