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
$3.43B
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$33.5M
3
+$12.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.7M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.3M

Top Sells

1
+$2.09M
2
+$1.9M
3
+$1.79M
4
ABT icon
Abbott
ABT
+$1.49M
5
GGG icon
Graco
GGG
+$1.09M

Sector Composition

1 Healthcare 0.82%
2 Industrials 0.81%
3 Financials 0.73%
4 Utilities 0.46%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.18B 34.54%
70,254,868
+2,230,168
2
$694M 20.25%
39,424,278
+1,901,427
3
$673M 19.64%
75,104,264
+1,421,640
4
$223M 6.49%
9,886,408
+14,974
5
$117M 3.4%
4,059,379
+445,719
6
$93.3M 2.72%
1,511,296
+69,482
7
$76.8M 2.24%
3,012,468
+444,490
8
$68.2M 1.99%
1,172,116
+77,108
9
$47.3M 1.38%
2,053,133
-98
10
$30.4M 0.89%
1,726,152
+333,426
11
$26.9M 0.79%
1,081,392
+142,432
12
$24.3M 0.71%
505,255
+143,378
13
$21M 0.61%
1,217,684
+6,860
14
$15.7M 0.46%
232,731
-4,991
15
$14.7M 0.43%
154,936
-20,101
16
$11.7M 0.34%
632,710
+31,342
17
$10.9M 0.32%
223,491
+1,593
18
$9.54M 0.28%
185,037
+8,917
19
$7.04M 0.21%
50,165
-4,848
20
$5.99M 0.17%
81,882
-2,982
21
$5.95M 0.17%
99,335
-24,823
22
$4.98M 0.15%
330,922
+30,673
23
$4.86M 0.14%
20,259
+20,159
24
$4.81M 0.14%
103,521
-38,484
25
$4.47M 0.13%
92,360
+34,018
1
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