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
$37.6B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$231M
3
+$223M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$162M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$146M

Top Sells

1
+$82.8M
2
+$23.7M
3
+$9.67M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$9.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.39M

Sector Composition

1 Industrials 0.1%
2 Healthcare 0.1%
3 Technology 0.06%
4 Financials 0.06%
5 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.33B 8.86%
10,386,541
-258,008
2
$2.98B 7.93%
153,377,106
+13,648,344
3
$2.97B 7.89%
116,885,017
+9,099,741
4
$2.49B 6.62%
59,325,322
+3,852,449
5
$2.05B 5.45%
34,560,775
+3,757,521
6
$1.96B 5.22%
80,377,656
+5,655,771
7
$1.91B 5.06%
11,344,069
-141,224
8
$1.83B 4.88%
27,773,320
+625,875
9
$1.58B 4.19%
77,017,592
+3,507,824
10
$1.21B 3.23%
20,604,974
+2,222,679
11
$1.01B 2.69%
27,760,770
+4,014,738
12
$917M 2.44%
34,823,144
+1,830,502
13
$867M 2.3%
20,563,071
+1,803,036
14
$847M 2.25%
11,694,188
+1,065,971
15
$814M 2.16%
30,319,005
+3,407,190
16
$809M 2.15%
6,103,320
+82,482
17
$730M 1.94%
24,653,034
+3,610,410
18
$720M 1.91%
12,714,240
-95,120
19
$680M 1.81%
5,940,076
+123,346
20
$645M 1.71%
5,010,973
+116,209
21
$633M 1.68%
27,165,972
+3,142,004
22
$603M 1.6%
12,183,491
+1,307,113
23
$581M 1.55%
11,560,177
+1,244,126
24
$521M 1.38%
11,652,601
+2,205,126
25
$515M 1.37%
16,063,543
+1,538,125
1
2 3 4 5