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
UL icon
476
Unilever
UL
$141B
$292K ﹤0.01%
4,378
+200
URA icon
477
Global X Uranium ETF
URA
$6.95B
$286K ﹤0.01%
6,000
PCAR icon
478
PACCAR
PCAR
$63.7B
$284K ﹤0.01%
2,893
+134
IBMS
479
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$233M
$279K ﹤0.01%
+10,712
MDT icon
480
Medtronic
MDT
$124B
$279K ﹤0.01%
2,928
+479
QURE icon
481
uniQure
QURE
$1.42B
$278K ﹤0.01%
+4,767
INTU icon
482
Intuit
INTU
$152B
$278K ﹤0.01%
407
-123
DAL icon
483
Delta Air Lines
DAL
$46B
$275K ﹤0.01%
+4,854
FBIN icon
484
Fortune Brands Innovations
FBIN
$7.39B
$275K ﹤0.01%
5,154
+11
PFF icon
485
iShares Preferred and Income Securities ETF
PFF
$14.3B
$274K ﹤0.01%
8,663
+61
BLK icon
486
Blackrock
BLK
$180B
$272K ﹤0.01%
+233
FBTC icon
487
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.6B
$269K ﹤0.01%
2,695
+20
HWM icon
488
Howmet Aerospace
HWM
$90.5B
$267K ﹤0.01%
+1,363
SMH icon
489
VanEck Semiconductor ETF
SMH
$42.5B
$264K ﹤0.01%
810
-138
NOBL icon
490
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$262K ﹤0.01%
2,543
+18
IEF icon
491
iShares 7-10 Year Treasury Bond ETF
IEF
$45.8B
$258K ﹤0.01%
+2,676
PLD icon
492
Prologis
PLD
$124B
$257K ﹤0.01%
2,240
+26
DUK icon
493
Duke Energy
DUK
$92.7B
$256K ﹤0.01%
2,066
+238
AFL icon
494
Aflac
AFL
$57.4B
$254K ﹤0.01%
2,278
+197
IEUR icon
495
iShares Core MSCI Europe ETF
IEUR
$7.25B
$250K ﹤0.01%
3,676
+513
BMNR
496
BitMine Immersion Technologies
BMNR
$14.2B
$250K ﹤0.01%
+4,820
VCLT icon
497
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.64B
$249K ﹤0.01%
3,212
ES icon
498
Eversource Energy
ES
$26.3B
$248K ﹤0.01%
3,490
+100
FMB icon
499
First Trust Managed Municipal ETF
FMB
$1.97B
$247K ﹤0.01%
+4,877
VRTX icon
500
Vertex Pharmaceuticals
VRTX
$112B
$246K ﹤0.01%
628
+3
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