Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$399M
2
+$188M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$133M

Top Sells

1
+$358M
2
+$312M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$28.9M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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1,310
202
$205K ﹤0.01%
4,750
-7,969
203
$203K ﹤0.01%
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