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
JPST icon
151
JPMorgan Ultra-Short Income ETF
JPST
$35B
$4.83M 0.01%
95,115
-2,656
MDY icon
152
SPDR S&P MidCap 400 ETF Trust
MDY
$23.4B
$4.76M 0.01%
7,983
-103
STCE icon
153
Schwab Crypto Thematic ETF
STCE
$290M
$4.75M 0.01%
60,378
-23,593
BOTZ icon
154
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.01B
$4.71M 0.01%
133,012
-8,078
VOT icon
155
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$4.71M 0.01%
16,026
-1,862
FDIG icon
156
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$287M
$4.63M 0.01%
+94,393
ADP icon
157
Automatic Data Processing
ADP
$104B
$4.59M 0.01%
15,633
+600
VBK icon
158
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$4.58M 0.01%
15,396
+135
COST icon
159
Costco
COST
$407B
$4.57M 0.01%
4,938
-294
VIG icon
160
Vanguard Dividend Appreciation ETF
VIG
$100B
$4.53M 0.01%
20,991
+739
EEMX icon
161
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$87.3M
$4.5M 0.01%
107,639
+314
AVGO icon
162
Broadcom
AVGO
$1.77T
$4.46M 0.01%
13,519
+177
CTMX icon
163
CytomX Therapeutics
CTMX
$635M
$4.41M 0.01%
+1,381,357
HACK icon
164
Amplify Cybersecurity ETF
HACK
$2.18B
$4.34M 0.01%
50,005
-3,262
IUSB icon
165
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$4.26M 0.01%
91,227
+2,057
TPL icon
166
Texas Pacific Land
TPL
$20.2B
$4.19M 0.01%
4,485
-481
IWP icon
167
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$4.17M 0.01%
29,275
-452
IBTI icon
168
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.26B
$4.13M 0.01%
184,474
-19,876
QQQM icon
169
Invesco NASDAQ 100 ETF
QQQM
$70.3B
$4.12M 0.01%
16,685
+15,416
SPIP icon
170
State Street SPDR Portfolio TIPS ETF
SPIP
$983M
$4.02M 0.01%
152,774
+32,599
FLQL icon
171
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.67B
$3.97M 0.01%
+57,961
VTHR icon
172
Vanguard Russell 3000 ETF
VTHR
$3.75B
$3.87M 0.01%
+13,144
ABT icon
173
Abbott
ABT
$218B
$3.81M 0.01%
28,432
-1,886
BLOK icon
174
Amplify Blockchain Technology ETF
BLOK
$1.17B
$3.71M 0.01%
55,342
-7,207
IWR icon
175
iShares Russell Mid-Cap ETF
IWR
$45.6B
$3.63M 0.01%
37,554
+227
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