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
$37.7B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$134M
3
+$127M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$118M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$109M

Top Sells

1
+$119M
2
+$97.1M
3
+$69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$55.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$45.8M

Sector Composition

1 Technology 0.1%
2 Industrials 0.08%
3 Healthcare 0.07%
4 Financials 0.06%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.17B 8.42%
143,091,400
+10,662,730
2
$2.9B 7.7%
11,625,167
-59,741
3
$2.86B 7.59%
70,209,666
+2,885,892
4
$2.68B 7.11%
153,966,662
-2,148,590
5
$2.14B 5.69%
41,806,004
+2,611,834
6
$1.77B 4.71%
33,643,610
+477,872
7
$1.67B 4.44%
52,036,790
+3,963,668
8
$1.56B 4.13%
10,224,324
-100,830
9
$1.31B 3.47%
59,815,413
-818,007
10
$1.3B 3.44%
30,351,450
+1,076,482
11
$1.21B 3.21%
53,511,756
+3,220,848
12
$1.19B 3.16%
21,540,136
+1,972,014
13
$1.13B 2.99%
10,269,099
+544,218
14
$1.05B 2.78%
64,366,896
-1,392,792
15
$922M 2.45%
46,605,990
+3,993,472
16
$890M 2.36%
28,830,018
+2,219,785
17
$809M 2.15%
41,475,079
+4,910,518
18
$737M 1.96%
18,246,020
+420,409
19
$692M 1.84%
18,329,218
+1,152,169
20
$669M 1.78%
23,111,192
+1,921,225
21
$666M 1.77%
6,887,383
+33,178
22
$645M 1.71%
16,050,926
+1,112,758
23
$480M 1.27%
9,593,945
-213,985
24
$478M 1.27%
19,510,846
-287,254
25
$472M 1.25%
13,842,732
+797,063
1
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