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
APH icon
451
Amphenol
APH
$173B
$290K ﹤0.01%
2,941
-106
EME icon
452
Emcor
EME
$27.1B
$290K ﹤0.01%
543
ROK icon
453
Rockwell Automation
ROK
$43.9B
$290K ﹤0.01%
874
-2
QQQM icon
454
Invesco NASDAQ 100 ETF
QQQM
$70.4B
$288K ﹤0.01%
+1,269
IWN icon
455
iShares Russell 2000 Value ETF
IWN
$11.7B
$287K ﹤0.01%
1,818
-895
SHOP icon
456
Shopify
SHOP
$204B
$287K ﹤0.01%
+2,492
UL icon
457
Unilever
UL
$146B
$287K ﹤0.01%
+4,700
CACI icon
458
CACI
CACI
$13.4B
$286K ﹤0.01%
600
IYF icon
459
iShares US Financials ETF
IYF
$4.12B
$282K ﹤0.01%
+2,329
VRTX icon
460
Vertex Pharmaceuticals
VRTX
$110B
$278K ﹤0.01%
+625
UMMA icon
461
Wahed Dow Jones Islamic World ETF
UMMA
$171M
$276K ﹤0.01%
10,370
+165
HLAL icon
462
Wahed FTSE USA Shariah ETF
HLAL
$712M
$270K ﹤0.01%
5,054
SNBR icon
463
Sleep Number
SNBR
$152M
$268K ﹤0.01%
+39,715
BTC
464
Grayscale Bitcoin Mini Trust ETF
BTC
$3.98B
$265K ﹤0.01%
+5,557
FBIN icon
465
Fortune Brands Innovations
FBIN
$6.17B
$264K ﹤0.01%
5,143
+355
PFF icon
466
iShares Preferred and Income Securities ETF
PFF
$14.2B
$264K ﹤0.01%
8,602
+76
SMH icon
467
VanEck Semiconductor ETF
SMH
$36.1B
$264K ﹤0.01%
+948
PCAR icon
468
PACCAR
PCAR
$55.6B
$262K ﹤0.01%
2,759
-3,283
AEP icon
469
American Electric Power
AEP
$63.7B
$261K ﹤0.01%
2,513
+635
FPX icon
470
First Trust US Equity Opportunities ETF
FPX
$1.17B
$258K ﹤0.01%
+1,783
SHW icon
471
Sherwin-Williams
SHW
$83.7B
$256K ﹤0.01%
+744
NOBL icon
472
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$254K ﹤0.01%
+2,525
FBTC icon
473
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$251K ﹤0.01%
+2,675
DHR icon
474
Danaher
DHR
$160B
$246K ﹤0.01%
1,246
+139
HUBB icon
475
Hubbell
HUBB
$22.7B
$246K ﹤0.01%
603
-161
17 18
19
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