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
$37.5B
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$384M
3
+$182M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$173M
5
VUG icon
Vanguard Growth ETF
VUG
+$162M

Top Sells

1
+$142M
2
+$136M
3
+$65.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$61.8M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$41.5M

Sector Composition

1 Technology 0.12%
2 Healthcare 0.1%
3 Industrials 0.09%
4 Consumer Discretionary 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$491K ﹤0.01%
+2,526
202
$488K ﹤0.01%
826
+282
203
$487K ﹤0.01%
7,665
+563
204
$479K ﹤0.01%
+19,230
205
$469K ﹤0.01%
+1,940
206
$465K ﹤0.01%
7,032
-500
207
$462K ﹤0.01%
+14,400
208
$461K ﹤0.01%
3,596
+693
209
$453K ﹤0.01%
10,440
-186
210
$451K ﹤0.01%
+2,161
211
$445K ﹤0.01%
19,538
212
$429K ﹤0.01%
1,936
+855
213
$424K ﹤0.01%
5,443
+124
214
$410K ﹤0.01%
8,922
-544
215
$407K ﹤0.01%
+6,600
216
$407K ﹤0.01%
+13,441
217
$406K ﹤0.01%
+1,726
218
$401K ﹤0.01%
4,472
+284
219
$394K ﹤0.01%
8,625
+75
220
$393K ﹤0.01%
2,881
+516
221
$389K ﹤0.01%
11,687
-230
222
$388K ﹤0.01%
7,272
-945
223
$384K ﹤0.01%
7,931
-1,147
224
$383K ﹤0.01%
6,375
-117
225
$381K ﹤0.01%
+9,850
7 8
9
10 11