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Financial Engines Advisors Portfolio holdings
AUM
$49.2B
1-Year Est. Return
14.31%
This Fund
S&P 500
1 Year Est. Return
+14.31%
AUM
$49.2B
AUM Growth
-$3.53B
(-6.7%)
Holding
567
Top Buys
| 1 | +$31.6M | |
| 2 | +$27.2M | |
| 3 | +$16.7M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$16.3M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$11.9M |
Top Sells
| 1 | +$112M | |
| 2 | +$101M | |
| 3 | +$87.3M | |
| 4 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$72.8M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$64.2M |
Sector Composition
| 1 | Technology | 0.32% |
| 2 | Communication Services | 0.16% |
| 3 | Financials | 0.16% |
| 4 | Industrials | 0.13% |
| 5 | Consumer Discretionary | 0.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Hubbell
HUBB
$26.9B
| – | – |
-559
|
|
||
552
Idexx Laboratories
IDXX
$42.7B
| – | – |
-375
|
|
||
553
Intuitive Surgical
ISRG
$143B
| – | – |
-468
|
|
||
554
iShares Russell 2000 Value ETF
IWN
$14.3B
| – | – |
-1,771
|
|
||
555
Paychex
PAYX
$35.1B
| – | – |
-2,277
|
|
||
556
Invesco Preferred ETF
PGX
$3.78B
| – | – |
-14,178
|
|
||
557
Prudential Financial
PRU
$37.7B
| – | – |
-1,844
|
|
||
558
PayPal
PYPL
$36.8B
| – | – |
-3,693
|
|
||
559
SAP
SAP
$179B
| – | – |
-1,087
|
|
||
560
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.85B
| – | – |
-20,862
|
|
||
561
UBS Group
UBS
$165B
| – | – |
-4,486
|
|
||
562
iShares MSCI World ETF
URTH
$7.94B
| – | – |
-1,080
|
|
||
|
AD
563
Array Digital Infrastructure
AD
$3.28B
| – | – |
-4,138
|
|
||
564
Vanguard S&P 500 Growth ETF
VOOG
$25.2B
| – | – |
-16,848
|
|
||
565
Voya Financial
VOYA
$8.35B
| – | – |
-2,838
|
|
||
566
Xcel Energy
XEL
$50.1B
| – | – |
-6,127
|
|
||
|
BTC
567
Grayscale Bitcoin Mini Trust ETF
BTC
$3.3B
| – | – |
-8,146
|
|