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
PSX icon
476
Phillips 66
PSX
$55.7B
$245K ﹤0.01%
+2,051
VCLT icon
477
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.64B
$244K ﹤0.01%
+3,212
BSX icon
478
Boston Scientific
BSX
$131B
$243K ﹤0.01%
+2,258
NVO icon
479
Novo Nordisk
NVO
$277B
$234K ﹤0.01%
+3,384
KR icon
480
Kroger
KR
$40B
$233K ﹤0.01%
3,242
+289
PLD icon
481
Prologis
PLD
$124B
$233K ﹤0.01%
+2,214
URA icon
482
Global X Uranium ETF
URA
$6.95B
$233K ﹤0.01%
+6,000
FIX icon
483
Comfort Systems
FIX
$39.5B
$228K ﹤0.01%
+425
TOST icon
484
Toast
TOST
$19.7B
$228K ﹤0.01%
+5,158
CNI icon
485
Canadian National Railway
CNI
$61.6B
$227K ﹤0.01%
+2,179
CMG icon
486
Chipotle Mexican Grill
CMG
$52.8B
$226K ﹤0.01%
+4,032
MAR icon
487
Marriott International
MAR
$87.5B
$226K ﹤0.01%
+829
DELL icon
488
Dell
DELL
$79.9B
$223K ﹤0.01%
1,823
-2,070
PYPL icon
489
PayPal
PYPL
$53.2B
$221K ﹤0.01%
+2,967
AFL icon
490
Aflac
AFL
$57.4B
$219K ﹤0.01%
+2,081
DUK icon
491
Duke Energy
DUK
$92.7B
$216K ﹤0.01%
+1,828
ES icon
492
Eversource Energy
ES
$26.3B
$216K ﹤0.01%
3,390
+58
PANW icon
493
Palo Alto Networks
PANW
$131B
$216K ﹤0.01%
+1,053
CCD
494
Calamos Dynamic Convertible & Income Fund
CCD
$631M
$215K ﹤0.01%
+10,671
KMB icon
495
Kimberly-Clark
KMB
$33B
$215K ﹤0.01%
1,671
+114
IWX icon
496
iShares Russell Top 200 Value ETF
IWX
$3.8B
$213K ﹤0.01%
2,525
MDT icon
497
Medtronic
MDT
$124B
$213K ﹤0.01%
+2,449
DFCF icon
498
Dimensional Core Fixed Income ETF
DFCF
$8.93B
$212K ﹤0.01%
5,022
-17,309
URTH icon
499
iShares MSCI World ETF
URTH
$6.87B
$212K ﹤0.01%
1,250
-716
INTF icon
500
iShares International Equity Factor ETF
INTF
$3B
$210K ﹤0.01%
+6,141
18 19
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