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
VCIT icon
126
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$6.93M 0.01%
82,436
-1,433
HD icon
127
Home Depot
HD
$352B
$6.91M 0.01%
17,064
+287
KMI icon
128
Kinder Morgan
KMI
$59.7B
$6.89M 0.01%
243,402
+1,991
DFIV icon
129
Dimensional International Value ETF
DFIV
$14.9B
$6.84M 0.01%
148,321
+87,100
SUSC icon
130
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$6.63M 0.01%
281,429
+25,331
ESML icon
131
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.01B
$6.59M 0.01%
146,229
+2,350
GNMA icon
132
iShares GNMA Bond ETF
GNMA
$376M
$6.58M 0.01%
148,468
+6,022
CVMC icon
133
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$79.8M
$6.44M 0.01%
101,402
+3,910
XLK icon
134
State Street Technology Select Sector SPDR ETF
XLK
$94.6B
$6.41M 0.01%
22,751
-556
ESGV icon
135
Vanguard ESG US Stock ETF
ESGV
$11.8B
$6.31M 0.01%
53,309
-48
DIHP icon
136
Dimensional International High Profitability ETF
DIHP
$4.87B
$6.16M 0.01%
202,826
+1,538
SLQD icon
137
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$6.15M 0.01%
121,037
+6,336
SCHB icon
138
Schwab US Broad Market ETF
SCHB
$38.2B
$6.02M 0.01%
234,062
+1,088
AVUS icon
139
Avantis US Equity ETF
AVUS
$10.2B
$5.84M 0.01%
53,698
+215
IWB icon
140
iShares Russell 1000 ETF
IWB
$45.3B
$5.77M 0.01%
15,798
+137
SPMD icon
141
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.7B
$5.77M 0.01%
100,847
+15,236
EFIV icon
142
State Street SPDR S&P 500 ESG ETF
EFIV
$1.16B
$5.57M 0.01%
87,637
+839
VSAT icon
143
Viasat
VSAT
$4.54B
$5.57M 0.01%
190,137
-252,125
GOVT icon
144
iShares US Treasury Bond ETF
GOVT
$33.3B
$5.49M 0.01%
237,344
+509
IGOV icon
145
iShares International Treasury Bond ETF
IGOV
$1.04B
$5.21M 0.01%
122,232
-8,458
MINT icon
146
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$5.21M 0.01%
51,705
-8,083
WTW icon
147
Willis Towers Watson
WTW
$30.2B
$5.11M 0.01%
14,788
+275
BNDX icon
148
Vanguard Total International Bond ETF
BNDX
$72.4B
$5M 0.01%
101,031
+15,431
SPIB icon
149
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$4.91M 0.01%
144,763
-1,715
SCHX icon
150
Schwab US Large- Cap ETF
SCHX
$62.7B
$4.86M 0.01%
184,493
-3,184
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