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
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.75M ﹤0.01%
19,419
+14,077
202
$1.75M ﹤0.01%
24,536
-107,758
203
$1.72M ﹤0.01%
27,872
-2,384
204
$1.67M ﹤0.01%
20,235
-45,475
205
$1.66M ﹤0.01%
53,237
-1,203
206
$1.66M ﹤0.01%
23,517
-547
207
$1.64M ﹤0.01%
23,591
-7,396
208
$1.61M ﹤0.01%
12,468
-1,166
209
$1.61M ﹤0.01%
15,221
+1,967
210
$1.58M ﹤0.01%
17,403
-1,213
211
$1.58M ﹤0.01%
5,078
-2,131
212
$1.58M ﹤0.01%
13,970
+596
213
$1.57M ﹤0.01%
9,402
-45
214
$1.57M ﹤0.01%
15,999
-3,852
215
$1.55M ﹤0.01%
149,189
-28,638
216
$1.51M ﹤0.01%
21,582
+3
217
$1.5M ﹤0.01%
9,035
-1,631
218
$1.47M ﹤0.01%
33,034
+492
219
$1.46M ﹤0.01%
39,565
+2,758
220
$1.43M ﹤0.01%
27,354
-150
221
$1.43M ﹤0.01%
2,629
+106
222
$1.42M ﹤0.01%
43,032
+13,501
223
$1.41M ﹤0.01%
8,442
+223
224
$1.35M ﹤0.01%
37,758
-1,815
225
$1.35M ﹤0.01%
8,775
-2,872
7 8
9
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