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
DFAT icon
76
Dimensional US Targeted Value ETF
DFAT
$11.8B
$20.1M 0.04%
345,184
+6,289
ABBV icon
77
AbbVie
ABBV
$397B
$19.1M 0.04%
82,439
-4,106
DFUV icon
78
Dimensional US Marketwide Value ETF
DFUV
$12.5B
$18.6M 0.04%
416,741
+1,939
META icon
79
Meta Platforms (Facebook)
META
$1.63T
$17.6M 0.03%
24,007
+431
SHV icon
80
iShares Short Treasury Bond ETF
SHV
$20.7B
$17M 0.03%
154,176
+6,153
GOOG icon
81
Alphabet (Google) Class C
GOOG
$3.81T
$16.5M 0.03%
67,802
-5,682
BSV icon
82
Vanguard Short-Term Bond ETF
BSV
$39.2B
$16.5M 0.03%
209,155
+16,462
ICSH icon
83
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.55B
$15.6M 0.03%
307,722
+49,194
SCHP icon
84
Schwab US TIPS ETF
SCHP
$14.7B
$15.4M 0.03%
572,760
+6,357
SPBO icon
85
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.77B
$15.4M 0.03%
519,230
+36,137
TLH icon
86
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$15.4M 0.03%
149,318
-4,919
IWF icon
87
iShares Russell 1000 Growth ETF
IWF
$126B
$15.2M 0.03%
32,361
-1,700
MBB icon
88
iShares MBS ETF
MBB
$39.2B
$15.2M 0.03%
159,302
+38,720
VEA icon
89
Vanguard FTSE Developed Markets ETF
VEA
$185B
$14.5M 0.03%
242,572
+792
IEMG icon
90
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$14.5M 0.03%
220,234
-7,370
VV icon
91
Vanguard Large-Cap ETF
VV
$47.3B
$14.4M 0.03%
46,795
-2,316
DFLV icon
92
Dimensional US Large Cap Value ETF
DFLV
$4.41B
$14.4M 0.03%
+436,715
BA icon
93
Boeing
BA
$156B
$14.3M 0.03%
66,073
-1,373
ESGD icon
94
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$13.8M 0.03%
148,531
+7,293
DFAI icon
95
Dimensional International Core Equity Market ETF
DFAI
$12.3B
$13.7M 0.03%
377,783
+75,911
TSLA icon
96
Tesla
TSLA
$1.43T
$13.6M 0.03%
30,688
-8,705
DFAS icon
97
Dimensional US Small Cap ETF
DFAS
$11.8B
$13.4M 0.03%
195,603
+74,205
BRK.B icon
98
Berkshire Hathaway Class B
BRK.B
$1.09T
$13.3M 0.03%
26,379
+1,154
ODFL icon
99
Old Dominion Freight Line
ODFL
$29.6B
$13.1M 0.03%
92,870
+4,134
TLT icon
100
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$12.7M 0.02%
141,884
+91,674
2 3
4
5 6