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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

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
$217K ﹤0.01%
1,310
202
$205K ﹤0.01%
4,750
-7,969
203
$203K ﹤0.01%
1,837
-91
204
– –
-45,136
205
– –
-858
206
– –
-4,520
207
– –
-56,525
208
– –
-1,630
209
– –
-14,600
210
– –
-7,374
211
– –
-631
212
– –
-5,948
213
– –
-2,480
214
– –
-11,153
215
– –
-71,641
216
– –
-6,922
217
– –
-3,157
218
– –
-9,508
219
– –
-4,908
220
– –
-7,582
221
– –
-1,063
222
– –
-2,579
223
– –
-60,863
224
– –
-19,538
225
– –
-5,318
7 8
9
10 11