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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Sells

1 +$110M
2 +$56M
3 +$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$2.52M 0.01%
65,727
-172
177
$2.49M 0.01%
3,124
-20
178
$2.48M 0.01%
56,348
-532
179
$2.42M 0.01%
9,712
-689
180
$2.34M 0.01%
53,470
-314
181
$2.34M 0.01%
19,145
-395
182
$2.33M 0.01%
63,195
+4,194
183
$2.22M ﹤0.01%
6,582
+232
184
$2.19M ﹤0.01%
10,598
-8
185
$2.18M ﹤0.01%
32,878
-4,027
186
$2.12M ﹤0.01%
18,590
-9,068
187
$2.07M ﹤0.01%
23,934
+797
188
$2.06M ﹤0.01%
16,337
-313
189
$2.04M ﹤0.01%
5,834
-130
190
$2.04M ﹤0.01%
39,599
-6,091
191
$2.03M ﹤0.01%
13,265
-1,847
192
$1.99M ﹤0.01%
16,735
+1,839
193
$1.97M ﹤0.01%
90,578
+12,368
194
$1.95M ﹤0.01%
11,416
-3,129
195
$1.9M ﹤0.01%
11,812
-1,289
196
$1.84M ﹤0.01%
22,881
+254
197
$1.8M ﹤0.01%
9,912
-1,745
198
$1.79M ﹤0.01%
39,515
-3,124
199
$1.79M ﹤0.01%
60,538
-1,710
200
$1.78M ﹤0.01%
+22,017