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
$17.1B
AUM Growth
-$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$8.35M
3
+$5.66M
4
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.53M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.05M

Top Sells

1
+$89.2M
2
+$36.1M
3
+$30M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$14.2M

Sector Composition

1 Industrials 0.13%
2 Financials 0.13%
3 Healthcare 0.12%
4 Utilities 0.1%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.92B 17.06%
17,813,865
-544,638
2
$2.27B 13.27%
17,834,888
-283,481
3
$1.61B 9.41%
41,726,911
-777,376
4
$1.08B 6.31%
8,674,250
-114,516
5
$965M 5.64%
92,762,272
-155,496
6
$964M 5.64%
51,501,648
+148,875
7
$854M 4.99%
33,759,548
+223,646
8
$810M 4.74%
20,848,970
-404,340
9
$669M 3.91%
20,572,800
-41,092
10
$582M 3.4%
10,720,668
-155,377
11
$549M 3.21%
10,685,694
-30,955
12
$447M 2.61%
17,033,575
+318,356
13
$443M 2.59%
5,018,862
-136,878
14
$397M 2.32%
17,884,632
-152,244
15
$300M 1.75%
4,937,572
-19,154
16
$252M 1.47%
2,000,697
+1,432
17
$177M 1.04%
105,842,542
-881,856
18
$171M 1%
2,149,796
+13,238
19
$144M 0.84%
7,583,820
+159,186
20
$144M 0.84%
4,478,092
-118,719
21
$142M 0.83%
708,250
-2,115
22
$139M 0.81%
2,112,032
+6,599
23
$127M 0.74%
2,247,064
+15,564
24
$113M 0.66%
753,073
-8,559
25
$110M 0.65%
2,619,647
-66,897
1
2 3 4 5