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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$764K ﹤0.01%
2,318
-209
177
$763K ﹤0.01%
9,055
-230
178
$742K ﹤0.01%
5,879
+2,295
179
$732K ﹤0.01%
22,842
-1,515
180
$722K ﹤0.01%
3,187
-674
181
$709K ﹤0.01%
2,301
+254
182
$707K ﹤0.01%
2,188
-707
183
$687K ﹤0.01%
22,085
+181
184
$679K ﹤0.01%
9,608
+5,985
185
$646K ﹤0.01%
6,814
+73
186
$642K ﹤0.01%
1,366
-1
187
$630K ﹤0.01%
10,000
188
$620K ﹤0.01%
9,123
-1,573
189
$618K ﹤0.01%
12,210
-144
190
$588K ﹤0.01%
11,825
-2
191
$587K ﹤0.01%
7,016
+449
192
$584K ﹤0.01%
14,700
193
$569K ﹤0.01%
25,698
+8,721
194
$557K ﹤0.01%
10,349
-1,723
195
$528K ﹤0.01%
23,948
+1,448
196
$521K ﹤0.01%
3,369
-132
197
$519K ﹤0.01%
3,178
+962
198
$489K ﹤0.01%
15,052
199
$489K ﹤0.01%
46,986
+4,898
200
$480K ﹤0.01%
8,013
+12
6 7
8
9 10