Financial Engines Advisors

Financial Engines Advisors Portfolio holdings

AUM $50.1B
This Quarter Return
+4.43%
1 Year Return
+10.54%
3 Year Return
+32.7%
5 Year Return
+46.71%
10 Year Return
+102.23%
AUM
$44.4B
AUM Growth
+$44.4B
Cap. Flow
+$603M
Cap. Flow %
1.36%
Top 10 Hldgs %
56.83%
Holding
366
New
48
Increased
131
Reduced
145
Closed
35

Top Buys

1
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$146M
2
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$126M
3
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
$88.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$47.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$43.6M

Top Sells

1
VUG icon
Vanguard Growth ETF
VUG
$286M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
$71.2M
3
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$58.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
$52.6M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
$39.9M

Sector Composition

1 Technology 0.13%
2 Industrials 0.08%
3 Financials 0.07%
4 Communication Services 0.07%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
EEMX icon
126
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$82.1M
$3.78M 0.01%
120,559
+20,095
+20% +$630K
ADP icon
127
Automatic Data Processing
ADP
$121B
$3.67M 0.01%
14,657
+5,068
+53% +$1.27M
SCHX icon
128
Schwab US Large- Cap ETF
SCHX
$58.8B
$3.63M 0.01%
58,479
-1,340
-2% -$83.2K
MMC icon
129
Marsh & McLennan
MMC
$101B
$3.55M 0.01%
17,220
+2,063
+14% +$425K
MDU icon
130
MDU Resources
MDU
$3.3B
$3.54M 0.01%
140,348
+30,493
+28% +$768K
IWP icon
131
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$3.44M 0.01%
30,166
-3,551
-11% -$405K
XLK icon
132
Technology Select Sector SPDR Fund
XLK
$83.6B
$3.4M 0.01%
16,328
-243
-1% -$50.6K
HACK icon
133
Amplify Cybersecurity ETF
HACK
$2.25B
$3.33M 0.01%
+51,925
New +$3.33M
SCHR icon
134
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$3.18M 0.01%
64,907
-62,218
-49% -$3.05M
ABT icon
135
Abbott
ABT
$230B
$3.16M 0.01%
27,825
-3,312
-11% -$376K
IPAY icon
136
Amplify Mobile Payments ETF
IPAY
$273M
$3.14M 0.01%
+59,689
New +$3.14M
BOTZ icon
137
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.81B
$3.07M 0.01%
96,397
+9,839
+11% +$313K
IJT icon
138
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.21B
$3.05M 0.01%
23,347
-169
-0.7% -$22.1K
GRNB icon
139
VanEck Green Bond ETF
GRNB
$138M
$3.01M 0.01%
126,986
+4,960
+4% +$118K
CRM icon
140
Salesforce
CRM
$245B
$2.95M 0.01%
9,783
+1,593
+19% +$480K
IJS icon
141
iShares S&P Small-Cap 600 Value ETF
IJS
$6.53B
$2.88M 0.01%
28,030
+211
+0.8% +$21.7K
IBIT icon
142
iShares Bitcoin Trust
IBIT
$83.8B
$2.87M 0.01%
+71,001
New +$2.87M
VGIT icon
143
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
$2.87M 0.01%
49,026
-128,433
-72% -$7.52M
BKCH icon
144
Global X Blockchain ETF
BKCH
$236M
$2.81M 0.01%
55,157
+262
+0.5% +$13.4K
BLCN icon
145
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$45.9M
$2.79M 0.01%
98,912
+11,843
+14% +$334K
OLN icon
146
Olin
OLN
$2.67B
$2.79M 0.01%
47,433
+1,448
+3% +$85.1K
VBK icon
147
Vanguard Small-Cap Growth ETF
VBK
$20B
$2.76M 0.01%
10,600
-1,425
-12% -$372K
STCE icon
148
Schwab Crypto Thematic ETF
STCE
$174M
$2.76M 0.01%
68,648
-5,223
-7% -$210K
MUNI icon
149
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.11B
$2.75M 0.01%
52,332
-3,427
-6% -$180K
VOO icon
150
Vanguard S&P 500 ETF
VOO
$724B
$2.64M 0.01%
5,494
+1,216
+28% +$585K
4 5
6
7 8