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
MCD icon
376
McDonald's
MCD
$219B
$525K ﹤0.01%
1,798
+615
RSPT icon
377
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.01B
$511K ﹤0.01%
12,531
-1,697
YUM icon
378
Yum! Brands
YUM
$41.2B
$511K ﹤0.01%
3,451
+83
RSP icon
379
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$509K ﹤0.01%
2,799
+356
UBER icon
380
Uber
UBER
$188B
$506K ﹤0.01%
+5,419
ADI icon
381
Analog Devices
ADI
$136B
$500K ﹤0.01%
+2,099
ARTY
382
iShares Future AI & Tech ETF
ARTY
$1.99B
$496K ﹤0.01%
12,092
+48
F icon
383
Ford
F
$52.2B
$494K ﹤0.01%
45,454
-6,890
ISCG icon
384
iShares Morningstar Small-Cap Growth ETF
ISCG
$803M
$492K ﹤0.01%
+9,897
VCR icon
385
Vanguard Consumer Discretionary ETF
VCR
$6.4B
$487K ﹤0.01%
+1,343
AMAT icon
386
Applied Materials
AMAT
$214B
$480K ﹤0.01%
+2,622
DDWM icon
387
WisdomTree Dynamic International Equity Fund
DDWM
$1.03B
$477K ﹤0.01%
+12,031
WYNN icon
388
Wynn Resorts
WYNN
$13.7B
$474K ﹤0.01%
+5,065
GD icon
389
General Dynamics
GD
$91.3B
$471K ﹤0.01%
1,613
+42
IXUS icon
390
iShares Core MSCI Total International Stock ETF
IXUS
$51.1B
$471K ﹤0.01%
+6,097
TRN icon
391
Trinity Industries
TRN
$2.18B
$469K ﹤0.01%
17,363
-401
ISRG icon
392
Intuitive Surgical
ISRG
$202B
$466K ﹤0.01%
+857
FNF icon
393
Fidelity National Financial
FNF
$15.8B
$464K ﹤0.01%
8,285
-7,861
CVS icon
394
CVS Health
CVS
$95.2B
$463K ﹤0.01%
6,713
-120
CRWD icon
395
CrowdStrike
CRWD
$132B
$459K ﹤0.01%
902
+49
HIG icon
396
Hartford Financial Services
HIG
$37.1B
$445K ﹤0.01%
3,508
COWZ icon
397
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$444K ﹤0.01%
8,055
-471
FNDX icon
398
Schwab Fundamental US Large Company Index ETF
FNDX
$21.9B
$435K ﹤0.01%
17,741
+5,132
VGSH icon
399
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$424K ﹤0.01%
7,216
-802
DDM icon
400
ProShares Ultra Dow30
DDM
$497M
$419K ﹤0.01%
8,548
+24
14 15
16
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