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
$5.24B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$342M
2
+$173M
3
+$133M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$109M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$75.2M

Top Sells

1
+$174M
2
+$9.12M
3
+$1.83M
4
EVRG icon
Evergy
EVRG
+$1.79M
5
ABT icon
Abbott
ABT
+$1.47M

Sector Composition

1 Industrials 0.5%
2 Healthcare 0.48%
3 Utilities 0.48%
4 Financials 0.43%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.42B 27.15%
84,919,638
+10,305,028
2
$895M 17.07%
87,288,392
+6,774,768
3
$847M 16.16%
45,334,101
+2,598,063
4
$376M 7.16%
7,010,501
+6,384,516
5
$363M 6.92%
17,391,378
+5,203,508
6
$349M 6.66%
6,245,244
+1,343,739
7
$243M 4.63%
3,555,559
+1,949,617
8
$148M 2.82%
5,741,880
+895,159
9
$109M 2.08%
4,341,432
+1,375,722
10
$96.8M 1.85%
1,434,193
+193,633
11
$77.2M 1.47%
3,334,034
+797,825
12
$60.5M 1.15%
3,136,677
+777,363
13
$43.2M 0.82%
1,742,490
+686,614
14
$30.1M 0.57%
633,578
-3,657,306
15
$24.9M 0.47%
354,347
+131,152
16
$17.8M 0.34%
966,040
+311,547
17
$15.4M 0.29%
808,648
-478,884
18
$11.9M 0.23%
127,338
-12,748
19
$11M 0.21%
204,069
-10,734
20
$8.8M 0.17%
172,636
+1,447
21
$8.55M 0.16%
179,299
+55,679
22
$8.2M 0.16%
242,688
+63,122
23
$7.84M 0.15%
50,989
-910
24
$6.04M 0.12%
101,033
-4,935
25
$5.7M 0.11%
71,331
+1,143
1
2 3 4 5