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
$20.7B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$80.1M
3
+$79.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$56.4M
5
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$47.7M

Top Sells

1
+$331M
2
+$97.7M
3
+$64.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$53.9M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$37.7M

Sector Composition

1 Healthcare 0.13%
2 Industrials 0.12%
3 Financials 0.11%
4 Consumer Discretionary 0.06%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.01B 14.58%
16,547,693
-536,491
2
$2.41B 11.64%
17,629,756
-394,966
3
$1.98B 9.6%
118,033,930
+7,152,290
4
$1.76B 8.53%
41,250,833
-881,673
5
$1.34B 6.47%
66,753,645
+1,840,671
6
$1.12B 5.42%
96,392,424
+1,761,312
7
$1.06B 5.15%
8,319,583
-76,109
8
$861M 4.16%
20,912,430
-235,440
9
$733M 3.55%
21,717,858
+225,832
10
$637M 3.08%
11,156,557
+428,955
11
$624M 3.02%
11,408,817
+128,042
12
$560M 2.71%
20,460,188
+544,171
13
$465M 2.25%
20,251,154
+2,455,732
14
$445M 2.15%
4,799,833
-41,854
15
$435M 2.11%
7,507,602
+1,381,931
16
$366M 1.77%
14,035,388
+1,827,349
17
$347M 1.68%
5,283,394
+114,525
18
$257M 1.24%
2,042,051
-2,633,399
19
$184M 0.89%
2,154,446
-59,438
20
$156M 0.75%
7,778,382
+608,787
21
$151M 0.73%
4,400,995
-118,068
22
$150M 0.73%
700,157
-19,284
23
$148M 0.72%
2,135,770
-53,551
24
$147M 0.71%
5,520,344
+450,144
25
$133M 0.65%
2,241,264
-47,384
1
2 3 4 5