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
$3.48B
AUM Growth
+$486M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$33.9M
3
+$26.8M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$15.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.7M

Top Sells

1
+$38M
2
+$5.93M
3
+$4.81M
4
ABT icon
Abbott
ABT
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.3M

Sector Composition

1 Healthcare 0.94%
2 Industrials 0.75%
3 Financials 0.68%
4 Utilities 0.55%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.16B 33.29%
68,024,700
+5,421,528
2
$684M 19.64%
37,522,851
+1,857,699
3
$651M 18.71%
73,682,624
+3,036,968
4
$205M 5.9%
9,871,434
+723,844
5
$199M 5.71%
1,392,726
-266,595
6
$101M 2.9%
3,613,660
+261,506
7
$90.6M 2.6%
1,441,814
+141,904
8
$66.8M 1.92%
2,567,978
+449,036
9
$62.2M 1.79%
1,095,008
+115,756
10
$47.3M 1.36%
2,053,231
+287,642
11
$23.5M 0.67%
938,960
+148,280
12
$21.1M 0.61%
1,210,824
+40,676
13
$19.3M 0.55%
237,722
-73,130
14
$17.7M 0.51%
361,877
+9,370
15
$16.9M 0.49%
175,037
-49,775
16
$11.3M 0.32%
601,368
+119,218
17
$9.73M 0.28%
221,898
-48,360
18
$9.49M 0.27%
176,120
-3,979
19
$7.37M 0.21%
+55,013
20
$7.09M 0.2%
124,158
-43,114
21
$6.22M 0.18%
84,673
+40,790
22
$5.6M 0.16%
84,864
-28,276
23
$5.42M 0.16%
300,249
-855
24
$5.33M 0.15%
142,005
+51,921
25
$3.73M 0.11%
122,821
-25,514
1
2 3 4 5