Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
1-Year Est. Return 10.54%
This Quarter Est. Return
1 Year Est. Return
+10.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.6B
AUM Growth
-$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$36.8M
3
+$35.3M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$30.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.3M

Top Sells

1
+$110M
2
+$56M
3
+$55.9M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47.8M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$40.1M

Sector Composition

1 Technology 0.27%
2 Financials 0.12%
3 Communication Services 0.11%
4 Industrials 0.1%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLH icon
76
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$15.6M 0.03%
150,115
-19,947
SCHP icon
77
Schwab US TIPS ETF
SCHP
$14.4B
$15.2M 0.03%
563,762
-15,353
ODFL icon
78
Old Dominion Freight Line
ODFL
$29B
$15M 0.03%
90,676
-811
VCIT icon
79
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$15M 0.03%
183,037
-71,137
VV icon
80
Vanguard Large-Cap ETF
VV
$45.8B
$14.9M 0.03%
57,908
+1,043
VOO icon
81
Vanguard S&P 500 ETF
VOO
$752B
$14.1M 0.03%
27,395
-3,349
SPBO icon
82
SPDR Portfolio Corporate Bond ETF
SPBO
$1.71B
$13.9M 0.03%
477,260
-44,895
IUSV icon
83
iShares Core S&P US Value ETF
IUSV
$22.3B
$13.7M 0.03%
148,377
+74,659
BK icon
84
Bank of New York Mellon
BK
$75.3B
$13.4M 0.03%
159,826
-20,029
ESGD icon
85
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$13.3M 0.03%
162,987
-1,566
IJS icon
86
iShares S&P Small-Cap 600 Value ETF
IJS
$6.6B
$12.6M 0.03%
129,205
-4,177
IEMG icon
87
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$12.2M 0.03%
226,698
-44,178
META icon
88
Meta Platforms (Facebook)
META
$1.79T
$12.2M 0.03%
21,092
-663
DFEM icon
89
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.4B
$11.9M 0.03%
451,519
-3,789
QQQ icon
90
Invesco QQQ Trust
QQQ
$381B
$11.9M 0.03%
25,388
-360
IWF icon
91
iShares Russell 1000 Growth ETF
IWF
$122B
$11.1M 0.02%
30,817
-1,638
NVDA icon
92
NVIDIA
NVDA
$4.43T
$10.1M 0.02%
93,094
-48,708
EAGG icon
93
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$10M 0.02%
211,319
+9,672
BA icon
94
Boeing
BA
$160B
$10M 0.02%
58,801
+4,297
GOOG icon
95
Alphabet (Google) Class C
GOOG
$3.05T
$9.25M 0.02%
59,231
-2,253
IBTF icon
96
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$9.23M 0.02%
394,959
+38,371
IVV icon
97
iShares Core S&P 500 ETF
IVV
$656B
$9.16M 0.02%
16,309
+711
BWX icon
98
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
$8.96M 0.02%
409,923
-128,235
IBTG icon
99
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$8.78M 0.02%
382,780
+21,157
IBTH icon
100
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$8.4M 0.02%
374,772
+36,302
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4
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