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
$18.3B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$759M
2
+$439M
3
+$342M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$296M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$260M

Top Sells

1
+$163M
2
+$89.5M
3
+$61.6M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$52.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$46.5M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.13%
3 Financials 0.12%
4 Utilities 0.11%
5 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.87B 15.67%
18,358,503
+204,138
2
$2.24B 12.21%
18,118,369
+178,193
3
$1.67B 9.12%
106,724,398
+28,071,030
4
$1.61B 8.81%
42,504,287
+593,873
5
$1.05B 5.71%
8,788,766
+662,047
6
$937M 5.11%
51,352,773
+5,285,478
7
$923M 5.03%
92,917,768
+8,532,920
8
$842M 4.59%
33,535,902
+30,242,312
9
$805M 4.39%
21,253,310
+303,000
10
$672M 3.67%
20,613,892
+346,652
11
$572M 3.12%
10,876,045
+4,949,298
12
$540M 2.94%
10,716,649
+4,205,850
13
$448M 2.45%
5,155,740
+9,930
14
$435M 2.37%
16,715,219
+11,384,888
15
$401M 2.19%
18,036,876
+15,376,744
16
$299M 1.63%
4,956,726
+1,170,057
17
$246M 1.34%
1,999,265
+315,942
18
$168M 0.92%
2,136,558
+65,784
19
$146M 0.8%
4,596,811
+126,213
20
$140M 0.76%
710,365
+11,638
21
$137M 0.75%
7,424,634
+1,174,626
22
$137M 0.75%
2,105,433
+83,228
23
$122M 0.67%
2,231,500
+90,168
24
$114M 0.62%
2,686,544
+33,155
25
$110M 0.6%
761,632
-321,202
1
2 3 4 5