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
IBTO icon
426
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$423M
$399K ﹤0.01%
16,202
+14
UBER icon
427
Uber
UBER
$188B
$399K ﹤0.01%
4,073
-1,346
BTC
428
Grayscale Bitcoin Mini Trust ETF
BTC
$4.05B
$397K ﹤0.01%
7,832
+2,275
ANET icon
429
Arista Networks
ANET
$158B
$394K ﹤0.01%
2,702
-343
VKTX icon
430
Viking Therapeutics
VKTX
$3.93B
$390K ﹤0.01%
14,852
-9,112
ESGU icon
431
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$389K ﹤0.01%
2,672
-29
ITW icon
432
Illinois Tool Works
ITW
$72.6B
$389K ﹤0.01%
1,491
+191
USMV icon
433
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$387K ﹤0.01%
4,070
+372
PKW icon
434
Invesco BuyBack Achievers ETF
PKW
$1.51B
$385K ﹤0.01%
2,908
SPGM icon
435
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.3B
$382K ﹤0.01%
5,102
+17
XITK icon
436
State Street SPDR FactSet Innovative Technology ETF
XITK
$81.2M
$373K ﹤0.01%
1,959
HONE
437
DELISTED
HarborOne Bancorp
HONE
$369K ﹤0.01%
27,114
APH icon
438
Amphenol
APH
$169B
$368K ﹤0.01%
2,977
+36
USB icon
439
US Bancorp
USB
$78B
$368K ﹤0.01%
7,610
+454
VTEC icon
440
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.45B
$367K ﹤0.01%
+3,674
LRCX icon
441
Lam Research
LRCX
$196B
$361K ﹤0.01%
2,693
-301
IBMR icon
442
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$327M
$359K ﹤0.01%
+14,048
IDXX icon
443
Idexx Laboratories
IDXX
$58.1B
$358K ﹤0.01%
561
-138
IBMQ icon
444
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$533M
$358K ﹤0.01%
+13,967
EME icon
445
Emcor
EME
$26.8B
$357K ﹤0.01%
550
+7
FIX icon
446
Comfort Systems
FIX
$32.5B
$350K ﹤0.01%
424
-1
GILD icon
447
Gilead Sciences
GILD
$154B
$349K ﹤0.01%
3,147
+358
CSM icon
448
ProShares Large Cap Core Plus
CSM
$485M
$337K ﹤0.01%
4,396
GTO icon
449
Invesco Total Return Bond ETF
GTO
$1.92B
$333K ﹤0.01%
7,016
ED icon
450
Consolidated Edison
ED
$35.1B
$332K ﹤0.01%
3,302
+130
16 17
18
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