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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$597K ﹤0.01%
4,296
-213
202
$593K ﹤0.01%
2,946
-975
203
$591K ﹤0.01%
3,225
+113
204
$586K ﹤0.01%
6,971
+630
205
$573K ﹤0.01%
24,218
-136,605
206
$570K ﹤0.01%
7,802
-224
207
$550K ﹤0.01%
2,457
+1,024
208
$544K ﹤0.01%
5,965
-5,437
209
$503K ﹤0.01%
8,569
+3,844
210
$488K ﹤0.01%
11,127
+634
211
$481K ﹤0.01%
5,190
-314
212
$477K ﹤0.01%
43,021
+933
213
$472K ﹤0.01%
19,370
-382
214
$472K ﹤0.01%
3,599
+232
215
$469K ﹤0.01%
+10,539
216
$445K ﹤0.01%
16,120
-3,060
217
$442K ﹤0.01%
1,830
-157
218
$439K ﹤0.01%
+3,170
219
$431K ﹤0.01%
6,364
+2,965
220
$424K ﹤0.01%
13,546
+13
221
$422K ﹤0.01%
13,125
-13,547
222
$421K ﹤0.01%
1,018
+164
223
$421K ﹤0.01%
1,091
+109
224
$418K ﹤0.01%
3,967
-2,977
225
$414K ﹤0.01%
1,837
-447
7 8
9
10 11