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
$22.9B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$515M
2
+$408M
3
+$322M
4
TECB icon
iShares US Tech Breakthrough Multisector ETF
TECB
+$302M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$287M

Top Sells

1
+$640M
2
+$483M
3
+$442M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$226M
5
VUG icon
Vanguard Growth ETF
VUG
+$188M

Sector Composition

1 Industrials 0.11%
2 Healthcare 0.1%
3 Financials 0.09%
4 Technology 0.08%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.76B 12.06%
13,641,648
-929,615
2
$1.79B 7.84%
15,910,113
-1,489,708
3
$1.71B 7.47%
102,233,841
+30,806,436
4
$1.63B 7.13%
109,587,800
-32,461,024
5
$1.58B 6.91%
124,467,832
+32,105,712
6
$1.4B 6.13%
31,454,736
-1,294,110
7
$1.37B 6.01%
51,261,887
-1,491,706
8
$871M 3.81%
6,474,211
-600,579
9
$839M 3.67%
22,526,995
+8,653,786
10
$813M 3.56%
13,460,791
+3,581,826
11
$711M 3.11%
19,982,445
-1,663,740
12
$674M 2.95%
5,041,669
+856,184
13
$633M 2.77%
25,981,129
+4,578,638
14
$587M 2.57%
20,272,449
+9,893,252
15
$460M 2.01%
15,822,677
-1,924,202
16
$360M 1.57%
20,415,232
-3,693,564
17
$326M 1.43%
4,156,887
-325,071
18
$302M 1.32%
+10,357,254
19
$290M 1.27%
5,398,807
+4,711,669
20
$253M 1.1%
9,504,477
+8,535,458
21
$234M 1.03%
3,431,530
+1,306,150
22
$214M 0.94%
4,568,494
+2,362,974
23
$204M 0.89%
11,644,626
+2,143,785
24
$190M 0.83%
1,643,004
+1,162,323
25
$167M 0.73%
2,986,628
-531,504
1
2 3 4 5