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
$2.17B
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$16.4M
3
+$1.53M
4
VSAT icon
Viasat
VSAT
+$1.52M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.38M

Top Sells

1
+$3.7M
2
+$3.65M
3
+$3.4M
4
FAF icon
First American
FAF
+$982K
5
BK icon
Bank of New York Mellon
BK
+$777K

Sector Composition

1 Utilities 2.49%
2 Healthcare 1.26%
3 Industrials 1%
4 Financials 0.68%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$662M 30.51%
87,566,624
+182,312
2
$492M 22.68%
29,725,959
+20,406
3
$275M 12.67%
18,411,000
+4,104
4
$264M 12.15%
4,957,684
5
$194M 8.96%
3,294,882
6
$36M 1.66%
1,766,626
+29,130
7
$35.2M 1.62%
+391,438
8
$26.8M 1.24%
1,035,866
9
$19.4M 0.9%
811,005
10
$18.7M 0.86%
244,196
-5,375
11
$17.6M 0.81%
242,367
+21,039
12
$16.4M 0.76%
+1,026,176
13
$12.1M 0.56%
518,670
14
$9.5M 0.44%
504,970
15
$9.25M 0.43%
181,256
-15,231
16
$8.6M 0.4%
270,939
+17,532
17
$7.49M 0.35%
154,062
+18,263
18
$7.31M 0.34%
289,814
19
$5.61M 0.26%
292,730
+18,607
20
$4.98M 0.23%
95,234
+733
21
$3.97M 0.18%
57,531
-857
22
$3.79M 0.17%
42,233
+3,535
23
$3.51M 0.16%
75,904
-6,216
24
$3.48M 0.16%
126,089
+12,484
25
$3M 0.14%
21,840
+7,238
1
2 3 4 5