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
$18.6B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$339M
3
+$321M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.3M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$72.4M

Top Sells

1
+$1.75B
2
+$744M
3
+$174M
4
VUG icon
Vanguard Growth ETF
VUG
+$121M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.1M

Sector Composition

1 Industrials 0.15%
2 Healthcare 0.14%
3 Financials 0.1%
4 Consumer Discretionary 0.04%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.84B 15.28%
17,084,184
-729,681
2
$2.31B 12.44%
18,024,722
+189,834
3
$1.77B 9.5%
110,881,640
+5,039,098
4
$1.63B 8.76%
42,132,506
+405,595
5
$1.07B 5.76%
8,395,692
-278,558
6
$994M 5.35%
94,631,112
+1,868,840
7
$817M 4.4%
21,147,870
+298,900
8
$675M 3.63%
21,492,026
+919,226
9
$593M 3.19%
4,675,450
+2,674,753
10
$582M 3.13%
10,727,602
+6,934
11
$579M 3.11%
11,280,775
+595,081
12
$500M 2.69%
19,916,017
+2,882,442
13
$451M 2.43%
4,841,687
-177,175
14
$420M 2.26%
17,795,422
-89,210
15
$355M 1.91%
+6,125,671
16
$321M 1.73%
+12,208,039
17
$317M 1.7%
5,168,869
+231,297
18
$228M 1.22%
64,912,974
+13,411,326
19
$177M 0.95%
2,213,884
+64,088
20
$152M 0.82%
4,519,063
+40,971
21
$143M 0.77%
2,189,321
+77,289
22
$139M 0.75%
719,441
+11,191
23
$137M 0.73%
5,070,200
+2,061,836
24
$135M 0.73%
7,169,595
-414,225
25
$128M 0.69%
2,288,648
+41,584
1
2 3 4 5