Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $52.8B
1-Year Est. Return 13.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.86%
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
+$156M
2
+$127M
3
+$68.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$42.3M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$36.9M

Top Sells

1
+$216M
2
+$199M
3
+$146M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$124M
5
XT icon
iShares Future Exponential Technologies ETF
XT
+$98.3M

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
$29.6B
$245K ﹤0.01%
569
-34
DHR icon
502
Danaher
DHR
$127B
$244K ﹤0.01%
1,232
-14
MPC icon
503
Marathon Petroleum
MPC
$65.1B
$242K ﹤0.01%
1,257
+24
ARKK icon
504
ARK Innovation ETF
ARKK
$6.84B
$240K ﹤0.01%
+2,781
ING icon
505
ING
ING
$79.5B
$239K ﹤0.01%
+9,154
RKT icon
506
Rocket Companies
RKT
$42.9B
$238K ﹤0.01%
+12,270
SYY icon
507
Sysco
SYY
$36.2B
$237K ﹤0.01%
+2,875
MAR icon
508
Marriott International
MAR
$97.3B
$234K ﹤0.01%
897
+68
WMB icon
509
Williams Companies
WMB
$87.4B
$233K ﹤0.01%
3,676
+374
KR icon
510
Kroger
KR
$42.4B
$228K ﹤0.01%
3,384
+142
URTH icon
511
iShares MSCI World ETF
URTH
$7.96B
$227K ﹤0.01%
1,250
RCL icon
512
Royal Caribbean
RCL
$70.1B
$226K ﹤0.01%
+699
ISRG icon
513
Intuitive Surgical
ISRG
$170B
$226K ﹤0.01%
505
-352
SIVR icon
514
abrdn Physical Silver Shares ETF
SIVR
$5.17B
$222K ﹤0.01%
+5,000
IWX icon
515
iShares Russell Top 200 Value ETF
IWX
$3.7B
$222K ﹤0.01%
2,525
PYPL icon
516
PayPal
PYPL
$44.8B
$222K ﹤0.01%
3,307
+340
VIGI icon
517
Vanguard International Dividend Appreciation ETF
VIGI
$8.69B
$221K ﹤0.01%
2,466
-7,522
INTF icon
518
iShares International Equity Factor ETF
INTF
$3.33B
$221K ﹤0.01%
6,141
FTEC icon
519
Fidelity MSCI Information Technology Index ETF
FTEC
$17.5B
$220K ﹤0.01%
+991
KMB icon
520
Kimberly-Clark
KMB
$32.5B
$216K ﹤0.01%
1,740
+69
HDV
521
iShares Core High Dividend ETF
HDV
$13.4B
$216K ﹤0.01%
1,765
BJ icon
522
BJs Wholesale Club
BJ
$12.5B
$212K ﹤0.01%
+2,276
CRWV
523
CoreWeave Inc
CRWV
$63.1B
$211K ﹤0.01%
+1,542
VLO icon
524
Valero Energy
VLO
$69.6B
$210K ﹤0.01%
+1,232
IBTP
525
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$248M
$206K ﹤0.01%
7,967
+6
19 20
21
22 23