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
$30.7B
AUM Growth
-$2.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$71.8M
3
+$42.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$38.9M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$34.1M

Top Sells

1
+$148M
2
+$96.3M
3
+$56.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$48.5M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$33.6M

Sector Composition

1 Healthcare 0.1%
2 Technology 0.09%
3 Industrials 0.09%
4 Financials 0.07%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.74B 8.94%
127,757,628
+958,545
2
$2.41B 7.85%
11,246,648
-3,534
3
$2.15B 7%
62,196,868
+2,082,342
4
$2.1B 6.86%
149,614,548
-4,018,580
5
$1.71B 5.58%
35,450,840
-185,979
6
$1.45B 4.73%
10,660,025
-118,158
7
$1.39B 4.52%
31,107,810
+688,275
8
$1.24B 4.03%
63,419,325
-7,581,579
9
$1.04B 3.4%
10,172,927
-35,027
10
$1.02B 3.32%
26,355,944
+109,684
11
$995M 3.25%
38,577,603
+3,361,276
12
$942M 3.07%
67,493,316
-6,898,620
13
$901M 2.94%
44,679,462
+1,927,866
14
$774M 2.52%
15,445,815
+855,991
15
$710M 2.32%
23,969,250
+822,514
16
$630M 2.06%
33,730,111
-58,386
17
$621M 2.03%
7,123,518
+53,941
18
$617M 2.01%
16,902,388
+464,442
19
$582M 1.9%
33,644,332
+1,504,476
20
$562M 1.83%
19,961,930
+588,801
21
$484M 1.58%
21,607,554
-2,163,041
22
$471M 1.54%
12,873,756
+566,512
23
$462M 1.51%
13,559,577
-529,768
24
$442M 1.44%
10,069,075
-112,645
25
$435M 1.42%
3,804,107
-157,671
1
2 3 4 5