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
HUBB icon
501
Hubbell
HUBB
$22.8B
$245K ﹤0.01%
569
-34
DHR icon
502
Danaher
DHR
$162B
$244K ﹤0.01%
1,232
-14
MPC icon
503
Marathon Petroleum
MPC
$57.2B
$242K ﹤0.01%
1,257
+24
ARKK icon
504
ARK Innovation ETF
ARKK
$7.81B
$240K ﹤0.01%
+2,781
ING icon
505
ING
ING
$76.2B
$239K ﹤0.01%
+9,154
RKT icon
506
Rocket Companies
RKT
$56.4B
$238K ﹤0.01%
+12,270
SYY icon
507
Sysco
SYY
$35.5B
$237K ﹤0.01%
+2,875
MAR icon
508
Marriott International
MAR
$82.8B
$234K ﹤0.01%
897
+68
WMB icon
509
Williams Companies
WMB
$74.6B
$233K ﹤0.01%
3,676
+374
KR icon
510
Kroger
KR
$44.4B
$228K ﹤0.01%
3,384
+142
URTH icon
511
iShares MSCI World ETF
URTH
$6.57B
$227K ﹤0.01%
1,250
RCL icon
512
Royal Caribbean
RCL
$73.2B
$226K ﹤0.01%
+699
ISRG icon
513
Intuitive Surgical
ISRG
$201B
$226K ﹤0.01%
505
-352
SIVR icon
514
abrdn Physical Silver Shares ETF
SIVR
$4.12B
$222K ﹤0.01%
+5,000
IWX icon
515
iShares Russell Top 200 Value ETF
IWX
$3.03B
$222K ﹤0.01%
2,525
PYPL icon
516
PayPal
PYPL
$57.5B
$222K ﹤0.01%
3,307
+340
VIGI icon
517
Vanguard International Dividend Appreciation ETF
VIGI
$8.91B
$221K ﹤0.01%
2,466
-7,522
INTF icon
518
iShares International Equity Factor ETF
INTF
$2.8B
$221K ﹤0.01%
6,141
FTEC icon
519
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
$220K ﹤0.01%
+991
KMB icon
520
Kimberly-Clark
KMB
$35.1B
$216K ﹤0.01%
1,740
+69
HDV icon
521
iShares Core High Dividend ETF
HDV
$11.8B
$216K ﹤0.01%
1,765
BJ icon
522
BJs Wholesale Club
BJ
$12.2B
$212K ﹤0.01%
+2,276
CRWV
523
CoreWeave Inc
CRWV
$38.2B
$211K ﹤0.01%
+1,542
VLO icon
524
Valero Energy
VLO
$54.5B
$210K ﹤0.01%
+1,232
IBTP
525
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$215M
$206K ﹤0.01%
7,967
+6
19 20
21
22 23