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
VIOO icon
376
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.09B
$577K ﹤0.01%
5,223
-283
SCHO icon
377
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$572K ﹤0.01%
23,453
-140
IBTM icon
378
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$479M
$560K ﹤0.01%
24,220
+14
SHY icon
379
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$558K ﹤0.01%
6,724
-1,881
AMAT icon
380
Applied Materials
AMAT
$212B
$548K ﹤0.01%
2,678
+56
YUM icon
381
Yum! Brands
YUM
$41.5B
$536K ﹤0.01%
3,527
+76
AQST icon
382
Aquestive Therapeutics
AQST
$752M
$535K ﹤0.01%
95,753
-176,933
SJNK icon
383
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.29B
$534K ﹤0.01%
20,862
ADI icon
384
Analog Devices
ADI
$135B
$532K ﹤0.01%
2,166
+67
VCR icon
385
Vanguard Consumer Discretionary ETF
VCR
$6.4B
$532K ﹤0.01%
1,343
FUL icon
386
H.B. Fuller
FUL
$3.19B
$531K ﹤0.01%
8,953
-19
SYM icon
387
Symbotic
SYM
$8.27B
$530K ﹤0.01%
+9,826
SO icon
388
Southern Company
SO
$96.4B
$522K ﹤0.01%
+5,513
CL icon
389
Colgate-Palmolive
CL
$63.3B
$516K ﹤0.01%
6,461
-4
CVS icon
390
CVS Health
CVS
$96.9B
$515K ﹤0.01%
6,836
+123
PFE icon
391
Pfizer
PFE
$146B
$514K ﹤0.01%
20,154
+4,585
ISCG icon
392
iShares Morningstar Small-Cap Growth ETF
ISCG
$801M
$506K ﹤0.01%
9,326
-571
DDWM icon
393
WisdomTree Dynamic International Equity Fund
DDWM
$1.03B
$504K ﹤0.01%
12,046
+15
FNDX icon
394
Schwab Fundamental US Large Company Index ETF
FNDX
$21.9B
$503K ﹤0.01%
19,139
+1,398
SHOP icon
395
Shopify
SHOP
$208B
$501K ﹤0.01%
3,372
+880
SHYM
396
iShares Short Duration High Yield Muni Active ETF
SHYM
$423M
$500K ﹤0.01%
+22,397
RSPT icon
397
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.99B
$499K ﹤0.01%
11,201
-1,330
PEP icon
398
PepsiCo
PEP
$203B
$498K ﹤0.01%
3,549
-1,644
IXUS icon
399
iShares Core MSCI Total International Stock ETF
IXUS
$51.1B
$491K ﹤0.01%
5,949
-148
FNF icon
400
Fidelity National Financial
FNF
$15.7B
$488K ﹤0.01%
8,073
-212
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16
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