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
$52.4B
AUM Growth
+$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$128M
3
+$69.9M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$42.4M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$37.4M

Top Sells

1
+$224M
2
+$209M
3
+$157M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$130M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$104M

Sector Composition

1 Technology 0.36%
2 Communication Services 0.16%
3 Financials 0.13%
4 Consumer Discretionary 0.11%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
301
Intel
INTC
$207B
$1.04M ﹤0.01%
31,066
+316
CAT icon
302
Caterpillar
CAT
$269B
$1.04M ﹤0.01%
2,175
+78
IBMP icon
303
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$585M
$1.03M ﹤0.01%
40,583
+9,347
DIS icon
304
Walt Disney
DIS
$187B
$1.03M ﹤0.01%
9,022
-89
KKR icon
305
KKR & Co
KKR
$111B
$1.03M ﹤0.01%
7,925
+391
CMCSA icon
306
Comcast
CMCSA
$99.3B
$1.02M ﹤0.01%
32,483
-2,319
MTUM icon
307
iShares MSCI USA Momentum Factor ETF
MTUM
$20.2B
$1.01M ﹤0.01%
3,927
+15
VT icon
308
Vanguard Total World Stock ETF
VT
$57.2B
$994K ﹤0.01%
7,210
+715
SII
309
Sprott
SII
$2.32B
$984K ﹤0.01%
11,823
ETN icon
310
Eaton
ETN
$126B
$969K ﹤0.01%
2,589
+140
LOW icon
311
Lowe's Companies
LOW
$138B
$960K ﹤0.01%
3,821
-299
ADBE icon
312
Adobe
ADBE
$135B
$946K ﹤0.01%
2,682
+25
HON icon
313
Honeywell
HON
$123B
$942K ﹤0.01%
4,477
+95
DE icon
314
Deere & Co
DE
$128B
$920K ﹤0.01%
2,013
+79
XLB icon
315
State Street Materials Select Sector SPDR ETF
XLB
$5.14B
$920K ﹤0.01%
10,270
+74
VIS icon
316
Vanguard Industrials ETF
VIS
$6.26B
$908K ﹤0.01%
3,066
-22
PM icon
317
Philip Morris
PM
$238B
$894K ﹤0.01%
5,512
+420
PBD icon
318
Invesco Global Clean Energy ETF
PBD
$148M
$893K ﹤0.01%
59,247
-3,486
GSLC icon
319
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$881K ﹤0.01%
6,762
-15
KNF icon
320
Knife River
KNF
$4.29B
$877K ﹤0.01%
11,404
-1,300
KO icon
321
Coca-Cola
KO
$305B
$866K ﹤0.01%
13,053
+552
VTWG icon
322
Vanguard Russell 2000 Growth ETF
VTWG
$1.11B
$858K ﹤0.01%
3,671
NVS icon
323
Novartis
NVS
$257B
$858K ﹤0.01%
6,692
-9
CI icon
324
Cigna
CI
$74B
$854K ﹤0.01%
2,963
+2,081
XLY icon
325
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$852K ﹤0.01%
3,554
+113
11 12
13
14 15