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
$50.1B
AUM Growth
+$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$119M
3
+$102M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$57.4M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$54.3M

Top Sells

1
+$230M
2
+$221M
3
+$43.8M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$27.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$21M

Sector Composition

1 Technology 0.34%
2 Financials 0.15%
3 Communication Services 0.14%
4 Consumer Discretionary 0.12%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
326
iShares US Technology ETF
IYW
$21.1B
$775K ﹤0.01%
+4,471
VFVA icon
327
Vanguard US Value Factor ETF
VFVA
$727M
$774K ﹤0.01%
6,539
-12,051
MRK icon
328
Merck
MRK
$251B
$765K ﹤0.01%
9,658
+2,326
VTWG icon
329
Vanguard Russell 2000 Growth ETF
VTWG
$1.11B
$765K ﹤0.01%
+3,671
VRNA
330
DELISTED
Verona Pharma
VRNA
$762K ﹤0.01%
+8,060
AMCR icon
331
Amcor
AMCR
$19.4B
$751K ﹤0.01%
81,686
-3,939
XLY icon
332
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
$748K ﹤0.01%
+3,441
DUSB icon
333
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.61B
$745K ﹤0.01%
+14,674
IUSG icon
334
iShares Core S&P US Growth ETF
IUSG
$26.1B
$741K ﹤0.01%
4,925
+2,720
GEV icon
335
GE Vernova
GEV
$163B
$741K ﹤0.01%
1,401
+4
XLV icon
336
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$731K ﹤0.01%
5,423
+3,082
DEM icon
337
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.29B
$728K ﹤0.01%
16,083
MDU icon
338
MDU Resources
MDU
$4.2B
$727K ﹤0.01%
43,578
-4,379
GGG icon
339
Graco
GGG
$13.7B
$718K ﹤0.01%
8,348
+33
VONG icon
340
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$717K ﹤0.01%
6,563
-1,461
SHY icon
341
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$713K ﹤0.01%
8,605
-11,630
AVRE icon
342
Avantis Real Estate ETF
AVRE
$665M
$712K ﹤0.01%
16,116
+2,989
AMD icon
343
Advanced Micro Devices
AMD
$350B
$705K ﹤0.01%
4,974
+2,967
ACWI icon
344
iShares MSCI ACWI ETF
ACWI
$24.3B
$699K ﹤0.01%
5,439
+1
INTC icon
345
Intel
INTC
$207B
$689K ﹤0.01%
30,750
+5,406
PEP icon
346
PepsiCo
PEP
$203B
$686K ﹤0.01%
5,193
+2,614
DFIS icon
347
Dimensional International Small Cap ETF
DFIS
$4.45B
$676K ﹤0.01%
+22,649
IWY icon
348
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$665K ﹤0.01%
2,698
+3
ILCV icon
349
iShares Morningstar Value ETF
ILCV
$1.16B
$654K ﹤0.01%
+7,842
TJX icon
350
TJX Companies
TJX
$167B
$646K ﹤0.01%
5,229
+2,702
12 13
14
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