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
$29.3B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$188M
3
+$173M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$165M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$144M

Top Sells

1
+$193M
2
+$139M
3
+$84.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.1M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$61.7M

Sector Composition

1 Healthcare 0.12%
2 Industrials 0.11%
3 Technology 0.1%
4 Financials 0.09%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.78B 9.47%
10,972,546
-335,045
2
$2.34B 7.99%
130,237,594
+9,149,456
3
$2.07B 7.04%
104,090,025
+3,171,690
4
$2.03B 6.91%
76,695,684
+6,538,502
5
$1.83B 6.22%
13,352,041
-1,415,006
6
$1.75B 5.98%
109,322,520
-8,677,624
7
$1.56B 5.32%
27,270,716
-498,672
8
$1.4B 4.78%
40,802,647
+10,641,997
9
$1.23B 4.2%
21,375,598
+159,649
10
$1.22B 4.17%
19,783,871
+3,034,684
11
$794M 2.71%
5,749,539
-434,913
12
$756M 2.58%
24,665,181
-281,870
13
$731M 2.49%
15,897,475
-1,806,775
14
$722M 2.46%
5,431,254
+63,728
15
$549M 1.87%
28,847,752
+4,035,792
16
$477M 1.63%
5,191,783
+971,586
17
$444M 1.51%
13,152,576
+4,260,071
18
$431M 1.47%
8,601,581
+2,289,614
19
$412M 1.41%
9,135,589
+2,247,771
20
$405M 1.38%
17,790,327
+3,207,762
21
$395M 1.35%
11,911,538
-1,281,163
22
$388M 1.32%
10,837,434
+573,886
23
$350M 1.19%
6,336,531
+1,902,647
24
$334M 1.14%
3,932,285
-301,933
25
$326M 1.11%
5,866,908
+1,581,286
1
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