Financial Engines Advisors Portfolio holdings
AUM
$52.4B
1-Year Est. Return
10.03%
1 Year Est. Return
+10.03%
AUM
$52.4B
AUM Growth
+$2.29B
(+4.6%)
Holding
564
Top Buys
| 1 | +$157M | |
| 2 | +$128M | |
| 3 | +$69.9M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$42.4M |
| 5 |
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
|
+$37.4M |
Top Sells
| 1 | +$224M | |
| 2 | +$209M | |
| 3 | +$157M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$130M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Dimensional Core Fixed Income ETF
DFCF
$8.55B
| – | – |
-5,022
|
|
||
552
HF Sinclair
DINO
$9.56B
| – | – |
-26,792
|
|
||
553
Fate Therapeutics
FATE
$115M
| – | – |
-10,072
|
|
||
554
Nuveen Quality Municipal Income Fund
NAD
$2.79B
| – | – |
-11,428
|
|
||
555
Novo Nordisk
NVO
$211B
| – | – |
-3,384
|
|
||
556
O'Reilly Automotive
ORLY
$84.3B
| – | – |
-24,983
|
|
||
557
Palo Alto Networks
PANW
$132B
| – | – |
-1,053
|
|
||
|
RDFN
558
DELISTED
Redfin
RDFN
| – | – |
-15,085
|
|
||
559
Shenandoah Telecom
SHEN
$592M
| – | – |
-15,055
|
|
||
560
Sherwin-Williams
SHW
$83.7B
| – | – |
-744
|
|
||
561
Toast
TOST
$19.9B
| – | – |
-5,158
|
|
||
|
VRNA
562
DELISTED
Verona Pharma
VRNA
| – | – |
-8,060
|
|
||
563
Wynn Resorts
WYNN
$13.8B
| – | – |
-5,065
|
|
||
|
FLG
564
Flagstar Bank National Association
FLG
$5.18B
| – | – |
-17,750
|
|