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Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.2B
AUM Growth
-$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$27.2M
3
+$16.7M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$16.3M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.9M

Top Sells

1
+$112M
2
+$101M
3
+$87.3M
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$72.8M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$64.2M

Sector Composition

1 Technology 0.32%
2 Communication Services 0.16%
3 Financials 0.16%
4 Industrials 0.13%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXC icon
426
Exelon
EXC
$47.7B
$389K ﹤0.01%
7,939
-579
PKW icon
427
Invesco BuyBack Achievers ETF
PKW
$1.63B
$382K ﹤0.01%
2,908
PAG icon
428
Penske Automotive Group
PAG
$11.6B
$381K ﹤0.01%
2,549
-934
SPAB icon
429
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.64B
$380K ﹤0.01%
14,845
-34
ACN icon
430
Accenture
ACN
$77.7B
$379K ﹤0.01%
1,911
-221
SPGM icon
431
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.7B
$378K ﹤0.01%
4,995
-107
FNF icon
432
Fidelity National Financial
FNF
$12.9B
$375K ﹤0.01%
8,077
+4
VTEC icon
433
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.66B
$372K ﹤0.01%
+3,758
TRV icon
434
Travelers Companies
TRV
$67.4B
$372K ﹤0.01%
1,275
-1,124
VIOO icon
435
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.01B
$369K ﹤0.01%
3,214
-1,685
MOAT icon
436
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$368K ﹤0.01%
3,803
CACI icon
437
CACI
CACI
$10.3B
$365K ﹤0.01%
671
-12
AEP icon
438
American Electric Power
AEP
$72.8B
$365K ﹤0.01%
2,784
+48
PSX icon
439
Phillips 66
PSX
$68.3B
$361K ﹤0.01%
1,984
-306
ITW icon
440
Illinois Tool Works
ITW
$75.3B
$358K ﹤0.01%
1,377
-46
EWJ icon
441
iShares MSCI Japan ETF
EWJ
$22.3B
$358K ﹤0.01%
4,236
-247
VGSH icon
442
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$355K ﹤0.01%
6,058
-1,552
APH icon
443
Amphenol
APH
$195B
$351K ﹤0.01%
2,777
-284
IBMS
444
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$300M
$349K ﹤0.01%
13,523
-1,413
IBMR icon
445
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$455M
$348K ﹤0.01%
13,713
-1,346
BX icon
446
Blackstone
BX
$147B
$341K ﹤0.01%
2,969
+5
ING icon
447
ING
ING
$90.7B
$338K ﹤0.01%
12,979
+257
MPC icon
448
Marathon Petroleum
MPC
$72.6B
$334K ﹤0.01%
1,367
+67
BITW
449
Bitwise 10 Crypto Index ETF
BITW
$593M
$332K ﹤0.01%
+7,443
CSM icon
450
ProShares Large Cap Core Plus
CSM
$503M
$329K ﹤0.01%
4,396
16 17
18
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