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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$329K ﹤0.01%
3,544
+79
202
$327K ﹤0.01%
+3,704
203
$327K ﹤0.01%
953
+134
204
$327K ﹤0.01%
3,530
-2,962
205
$324K ﹤0.01%
2,974
+142
206
$323K ﹤0.01%
1,972
-1,194
207
$322K ﹤0.01%
7,242
-1,821
208
$318K ﹤0.01%
+4,132
209
$313K ﹤0.01%
2,023
-770
210
$310K ﹤0.01%
+4,365
211
$310K ﹤0.01%
2,404
212
$309K ﹤0.01%
12,364
213
$308K ﹤0.01%
2,515
+124
214
$304K ﹤0.01%
+5,835
215
$300K ﹤0.01%
+10,400
216
$298K ﹤0.01%
+2,776
217
$298K ﹤0.01%
5,040
-7,024
218
$297K ﹤0.01%
+5,050
219
$290K ﹤0.01%
+1,682
220
$288K ﹤0.01%
+620
221
$288K ﹤0.01%
3,726
-330
222
$287K ﹤0.01%
978
-18
223
$287K ﹤0.01%
853
-512
224
$283K ﹤0.01%
1,284
-1,859
225
$280K ﹤0.01%
+9,146
7 8
9
10 11