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
$44.4B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$126M
3
+$88.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$43.6M

Top Sells

1
+$286M
2
+$71.2M
3
+$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.7B 8.34%
73,899,224
-524,325
2
$3.63B 8.19%
167,346,786
+6,703,952
3
$3.08B 6.94%
8,945,905
-831,314
4
$3.01B 6.77%
154,033,814
+1,700,318
5
$2.61B 5.87%
50,509,585
+2,445,413
6
$2.13B 4.81%
59,549,380
+1,215,921
7
$1.98B 4.46%
33,198,470
-251,818
8
$1.76B 3.96%
9,806,320
-293,464
9
$1.72B 3.87%
63,206,466
-195,729
10
$1.6B 3.61%
33,345,976
+420,650
11
$1.58B 3.57%
21,655,399
-800,187
12
$1.44B 3.25%
56,967,348
-1,466,154
13
$1.23B 2.78%
48,734,048
-1,576,218
14
$1.16B 2.61%
10,629,430
+27,896
15
$1.09B 2.46%
39,018,870
+3,166,057
16
$1.05B 2.37%
45,450,148
-3,071,336
17
$1.03B 2.32%
50,717,540
+1,906,953
18
$928M 2.09%
21,570,536
+473,774
19
$898M 2.02%
21,504,137
+1,134,854
20
$869M 1.96%
7,861,618
+163,622
21
$824M 1.86%
29,246,183
+1,256,337
22
$643M 1.45%
17,759,663
+1,082,162
23
$613M 1.38%
12,279,237
+749,771
24
$547M 1.23%
9,001,034
-406,866
25
$503M 1.13%
19,918,466
-72,466
1
2 3 4 5