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
$50.1B
AUM Growth
+$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$119M
3
+$102M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$57.4M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$54.3M

Top Sells

1
+$230M
2
+$221M
3
+$43.8M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$27.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$21M

Sector Composition

1 Technology 0.34%
2 Financials 0.15%
3 Communication Services 0.14%
4 Consumer Discretionary 0.12%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HACK icon
151
Amplify Cybersecurity ETF
HACK
$2.19B
$4.6M 0.01%
53,267
+2,362
SCHX icon
152
Schwab US Large- Cap ETF
SCHX
$62.7B
$4.59M 0.01%
187,677
+2,800
MDY icon
153
SPDR S&P MidCap 400 ETF Trust
MDY
$23.3B
$4.58M 0.01%
8,086
-408
IBTI icon
154
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.26B
$4.57M 0.01%
204,350
-60,498
WTW icon
155
Willis Towers Watson
WTW
$30.2B
$4.45M 0.01%
14,513
-555
TLT icon
156
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$4.43M 0.01%
50,210
+32,807
BNDX icon
157
Vanguard Total International Bond ETF
BNDX
$72.4B
$4.24M 0.01%
85,600
+3,191
VBK icon
158
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$4.23M 0.01%
15,261
+3,808
STCE icon
159
Schwab Crypto Thematic ETF
STCE
$288M
$4.2M 0.01%
83,971
-519
VIG icon
160
Vanguard Dividend Appreciation ETF
VIG
$100B
$4.14M 0.01%
20,252
-974
ABT icon
161
Abbott
ABT
$220B
$4.12M 0.01%
30,318
+1,762
IWP icon
162
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$4.12M 0.01%
29,727
+1,859
IUSB icon
163
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$4.12M 0.01%
89,170
-26,017
SPOT icon
164
Spotify
SPOT
$119B
$4.03M 0.01%
5,245
-2,380
EEMX icon
165
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$87.4M
$4.02M 0.01%
107,325
-16,129
YJUN icon
166
FT Vest International Equity Buffer ETF June
YJUN
$162M
$3.83M 0.01%
+156,436
AVGO icon
167
Broadcom
AVGO
$1.8T
$3.68M 0.01%
13,342
+4,900
BLOK icon
168
Amplify Blockchain Technology ETF
BLOK
$1.16B
$3.57M 0.01%
62,549
-646
IPAY icon
169
Amplify Mobile Payments ETF
IPAY
$222M
$3.54M 0.01%
59,060
+3,223
IWR icon
170
iShares Russell Mid-Cap ETF
IWR
$45.5B
$3.43M 0.01%
37,327
-2,266
BLCN icon
171
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$36.8M
$3.43M 0.01%
147,030
+174
FREL icon
172
Fidelity MSCI Real Estate Index ETF
FREL
$1.09B
$3.3M 0.01%
122,161
-7,647
SPIP icon
173
State Street SPDR Portfolio TIPS ETF
SPIP
$982M
$3.13M 0.01%
120,175
-3,333
GLD icon
174
SPDR Gold Trust
GLD
$141B
$3.1M 0.01%
10,171
+7,113
NOW icon
175
ServiceNow
NOW
$171B
$3.08M 0.01%
2,999
-125
5 6
7
8 9