Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.4B
1-Year Est. Return 10.03%
This Quarter Est. Return
1 Year Est. Return
+10.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.05B 8.69%
183,658,709
+864,292
2
$4.02B 8.63%
78,809,775
+595,377
3
$3.37B 7.23%
170,365,624
-2,015,715
4
$3.02B 6.48%
57,564,399
+706,285
5
$2.71B 5.81%
7,299,386
-297,806
6
$2.37B 5.09%
65,209,436
-1,534,510
7
$1.97B 4.24%
34,305,434
-369,730
8
$1.65B 3.54%
8,759,085
-253,994
9
$1.58B 3.4%
19,696,376
-430,339
10
$1.55B 3.32%
33,251,698
-208,030
11
$1.54B 3.3%
58,765,352
-636,187
12
$1.42B 3.04%
53,252,688
-2,108,084
13
$1.31B 2.81%
48,006,634
+1,295,230
14
$1.26B 2.71%
46,971,859
-744,251
15
$1.17B 2.5%
54,164,614
+337,472
16
$1.16B 2.49%
10,673,053
-61,142
17
$1.1B 2.35%
24,231,894
+624,747
18
$1.02B 2.19%
35,763,240
+462,059
19
$956M 2.05%
38,186,941
-1,601,626
20
$919M 1.97%
22,557,955
+439,026
21
$913M 1.96%
8,726,309
+351,591
22
$732M 1.57%
18,595,619
-64,145
23
$722M 1.55%
14,441,471
+304,449
24
$501M 1.07%
18,155,827
-539,058
25
$485M 1.04%
4,101,526
-65,633
1
2 3 4 5