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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$314K ﹤0.01%
7,504
+487
202
$307K ﹤0.01%
+1,312
203
$307K ﹤0.01%
1,825
-151
204
$301K ﹤0.01%
1,154
+94
205
$300K ﹤0.01%
5,476
+239
206
$300K ﹤0.01%
+3,090
207
$298K ﹤0.01%
5,989
+1,556
208
$297K ﹤0.01%
2,609
-90
209
$293K ﹤0.01%
2,901
-49
210
$291K ﹤0.01%
1,651
+286
211
$284K ﹤0.01%
674
+56
212
$284K ﹤0.01%
20,000
-7,167
213
$283K ﹤0.01%
750
+176
214
$282K ﹤0.01%
3,950
-152
215
$278K ﹤0.01%
72,024
216
$276K ﹤0.01%
+5,879
217
$273K ﹤0.01%
1,774
-17
218
$269K ﹤0.01%
+4,309
219
$269K ﹤0.01%
8,618
+48
220
$269K ﹤0.01%
+2,941
221
$262K ﹤0.01%
2,702
-82
222
$262K ﹤0.01%
4,464
+694
223
$259K ﹤0.01%
+5,081
224
$258K ﹤0.01%
8,799
+115
225
$255K ﹤0.01%
+721
7 8
9
10 11