Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$126M
3
+$88.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$43.6M

Top Sells

1
+$286M
2
+$71.2M
3
+$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$987K ﹤0.01%
10,564
+31
202
$967K ﹤0.01%
44,985
+13,144
203
$946K ﹤0.01%
9,241
+8
204
$946K ﹤0.01%
+3,748
205
$919K ﹤0.01%
15,881
+1,102
206
$915K ﹤0.01%
15,147
+332
207
$907K ﹤0.01%
+15,648
208
$891K ﹤0.01%
11,623
-29,235
209
$891K ﹤0.01%
+1,370
210
$858K ﹤0.01%
60,647
+9,419
211
$853K ﹤0.01%
6,769
-243
212
$822K ﹤0.01%
13,611
+1,686
213
$816K ﹤0.01%
2,923
+653
214
$809K ﹤0.01%
6,689
+795
215
$775K ﹤0.01%
8,340
-897
216
$768K ﹤0.01%
9,459
-3,635
217
$756K ﹤0.01%
37,278
-299
218
$753K ﹤0.01%
1,655
+177
219
$721K ﹤0.01%
4,442
-669
220
$702K ﹤0.01%
+16,602
221
$682K ﹤0.01%
3,640
+24
222
$679K ﹤0.01%
16,222
223
$661K ﹤0.01%
2,759
-12
224
$661K ﹤0.01%
5,259
+2,841
225
$659K ﹤0.01%
+6,994
7 8
9
10 11