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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.04M ﹤0.01%
10,269
+220
177
$1.02M ﹤0.01%
38,134
-25,896
178
$990K ﹤0.01%
9,030
-1,137
179
$986K ﹤0.01%
1,984
-448
180
$974K ﹤0.01%
+23,054
181
$968K ﹤0.01%
10,687
-791
182
$954K ﹤0.01%
7,118
+282
183
$949K ﹤0.01%
5,980
-529
184
$937K ﹤0.01%
6,303
+51
185
$930K ﹤0.01%
18,596
-3,890
186
$899K ﹤0.01%
10,944
-142,176
187
$889K ﹤0.01%
45,122
-4,122
188
$804K ﹤0.01%
32,985
+6,780
189
$803K ﹤0.01%
49,350
-4,810
190
$801K ﹤0.01%
5,168
-436
191
$791K ﹤0.01%
21,936
-45,877
192
$762K ﹤0.01%
2,026
-304
193
$761K ﹤0.01%
9,858
+250
194
$699K ﹤0.01%
3,742
+952
195
$697K ﹤0.01%
14,739
+39
196
$694K ﹤0.01%
15,513
-4,954
197
$677K ﹤0.01%
8,394
-640
198
$666K ﹤0.01%
12,210
199
$638K ﹤0.01%
10,646
-265,807
200
$605K ﹤0.01%
15,968
+62
6 7
8
9 10