Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $49.2B
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.8B
AUM Growth
+$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$176M
3
+$87.1M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$62.9M
5
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$62.1M

Top Sells

1
+$157M
2
+$123M
3
+$87.4M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$74.8M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$55.6M

Sector Composition

1 Technology 0.34%
2 Financials 0.17%
3 Communication Services 0.16%
4 Healthcare 0.12%
5 Industrials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBTC icon
551
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.5B
– –
-2,695
HONE
552
DELISTED
HarborOne Bancorp
HONE
– –
-27,114
IBMN
553
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-52,168
IBTF
554
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-328,500
IEUR icon
555
iShares Core MSCI Europe ETF
IEUR
$8.89B
– –
-3,676
IGSB icon
556
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
– –
-6,166
INTF icon
557
iShares International Equity Factor ETF
INTF
$3.48B
– –
-6,141
INTU icon
558
Intuit
INTU
$88.1B
– –
-407
KMB icon
559
Kimberly-Clark
KMB
$32.4B
– –
-1,740
NOBL icon
560
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.1B
– –
-5,086
BMNR
561
BitMine Immersion Technologies
BMNR
$10.2B
– –
-4,820
VIGI icon
562
Vanguard International Dividend Appreciation ETF
VIGI
$8.94B
– –
-2,466
XITK icon
563
State Street SPDR FactSet Innovative Technology ETF
XITK
$73.8M
– –
-1,959
VTEC icon
564
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.45B
– –
-3,674
FFSM icon
565
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.3B
– –
-27,879
ULTY icon
566
YieldMax Ultra Option Income Strategy ETF
ULTY
$871M
– –
-1,941
AMDL icon
567
GraniteShares 2x Long AMD Daily ETF
AMDL
$1.68B
– –
-14,376
IBTP
568
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$272M
– –
-7,967
ECG
569
Everus Construction Group
ECG
$7.7B
– –
-3,451
CRWV
570
CoreWeave Inc
CRWV
$65.1B
– –
-1,542
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