Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$120K ﹤0.01%
3,520
+957
202
$62K ﹤0.01%
+11,156
203
$50K ﹤0.01%
+10,000
204
$8K ﹤0.01%
+10,000
205
$2K ﹤0.01%
21,226
-2,276
206
– –
-50,052
207
– –
-94,149
208
– –
-18,427
209
– –
-47,727
210
– –
-64,258
211
– –
-8,695
212
– –
-6,741
213
– –
-1,659
214
– –
-4,542
215
– –
-5,300
216
– –
-3,491
217
– –
-60,914
218
– –
-18,380
219
– –
-14,903
220
– –
-5,314
221
– –
-11,406
222
$0 ﹤0.01%
+60,000
223
$0 ﹤0.01%
+30,966
5 6 7 8
9