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
$34.5B
AUM Growth
+$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$398M
2
+$191M
3
+$169M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$139M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$132M

Top Sells

1
+$359M
2
+$329M
3
+$41.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$40.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$29M

Sector Composition

1 Healthcare 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Real Estate 0.02%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.16B 9.17%
11,019,546
+1,404
2
$2.84B 8.24%
143,925,164
+7,046,358
3
$2.73B 7.93%
105,670,318
+15,386,935
4
$2.05B 5.95%
51,843,738
+4,284,055
5
$1.93B 5.6%
84,715,461
-15,774,294
6
$1.88B 5.46%
11,856,147
-256,988
7
$1.8B 5.23%
29,806,433
+3,147,905
8
$1.71B 4.97%
27,077,171
+848,810
9
$1.55B 4.5%
85,034,008
-18,032,560
10
$1.22B 3.54%
18,227,777
+823,692
11
$827M 2.4%
6,158,275
+47,176
12
$763M 2.21%
33,328,516
-975,542
13
$762M 2.21%
20,719,403
+3,581,350
14
$762M 2.21%
23,165,011
+156,870
15
$729M 2.12%
17,656,220
+1,984,422
16
$710M 2.06%
13,218,005
-235,225
17
$648M 1.88%
24,830,010
+3,133,272
18
$635M 1.84%
5,623,856
+327,370
19
$635M 1.84%
4,864,128
-315,680
20
$608M 1.76%
9,655,755
+1,517,606
21
$562M 1.63%
10,339,258
+664,664
22
$496M 1.44%
9,497,740
+925,633
23
$466M 1.35%
21,838,330
+3,109,174
24
$442M 1.28%
10,056,758
+382,216
25
$437M 1.27%
13,480,583
+1,184,810
1
2 3 4 5