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
$120M
AUM Growth
+$242K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.74M
3
+$1.55M
4
COP icon
ConocoPhillips
COP
+$967K
5
WGL
Wgl Holdings
WGL
+$766K

Top Sells

1
+$8.11M
2
+$4.35M
3
+$3.82M
4
MPC icon
Marathon Petroleum
MPC
+$3.02M
5
D icon
Dominion Energy
D
+$929K

Sector Composition

1 Energy 17.31%
2 Utilities 15.99%
3 Industrials 14.67%
4 Financials 13.67%
5 Communication Services 12.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 13.28%
246,768
-14,360
2
$11.9M 9.9%
458,180
-167,548
3
$8.78M 7.3%
243,799
-7,731
4
$8.08M 6.72%
231,325
-232,000
5
$6.08M 5.06%
54,740
-5,550
6
$5.18M 4.31%
138,524
+130,178
7
$4.86M 4.04%
275,019
-35,973
8
$4.83M 4.02%
229,638
+23,061
9
$4.16M 3.46%
90,772
-65,954
10
$3.37M 2.8%
31,646
+1,585
11
$3.26M 2.71%
167,065
-4,791
12
$3.15M 2.62%
21,895
-2,338
13
$3.13M 2.6%
76,400
+12,007
14
$3.09M 2.57%
109,672
-16,874
15
$2.87M 2.38%
122,706
+14,153
16
$2.55M 2.12%
20,431
+12,402
17
$2.47M 2.05%
85,466
+60,324
18
$2.27M 1.89%
26,005
-500
19
$1.9M 1.58%
173,046
+56,538
20
$1.9M 1.58%
53,670
-11,478
21
$1.86M 1.55%
29,964
+2,378
22
$1.69M 1.41%
18,241
-2,372
23
$1.56M 1.29%
42,452
-8,282
24
$1.55M 1.29%
63,927
-5,977
25
$1.21M 1.01%
19,376
+7,118
1
2 3