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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$476K ﹤0.01%
3,634
-81
202
$474K ﹤0.01%
6,271
+41
203
$461K ﹤0.01%
20,360
+820
204
$452K ﹤0.01%
2,007
-145
205
$445K ﹤0.01%
11,145
+2,264
206
$443K ﹤0.01%
10,493
-2,430
207
$441K ﹤0.01%
9,498
+9
208
$437K ﹤0.01%
24,837
209
$435K ﹤0.01%
9,497
+943
210
$428K ﹤0.01%
9,685
-433
211
$428K ﹤0.01%
9,795
+1,811
212
$420K ﹤0.01%
828
-9
213
$416K ﹤0.01%
10,691
+600
214
$415K ﹤0.01%
14,400
215
$399K ﹤0.01%
2,525
216
$395K ﹤0.01%
2,224
+362
217
$392K ﹤0.01%
19,538
218
$392K ﹤0.01%
+5,414
219
$388K ﹤0.01%
6,458
-343
220
$384K ﹤0.01%
1,667
-111
221
$378K ﹤0.01%
17,858
-78,291
222
$374K ﹤0.01%
3,152
-289
223
$368K ﹤0.01%
3,529
+435
224
$357K ﹤0.01%
4,558
-794
225
$345K ﹤0.01%
8,588
-288
7 8
9
10 11