Empower Advisory Group

Empower Advisory Group Portfolio holdings

AUM $36.1B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.2B
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$78.6M
2
+$57.8M
3
+$41.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32.4M
5
PEP icon
PepsiCo
PEP
+$31M

Top Sells

1
+$71.1M
2
+$63.9M
3
+$43.4M
4
KO icon
Coca-Cola
KO
+$27.3M
5
CRM icon
Salesforce
CRM
+$15.5M

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.32%
3 Communication Services 4.11%
4 Consumer Staples 4.08%
5 Materials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.29M 0.01%
7,806
-371
227
$1.24M 0.01%
11,745
+148
228
$1.23M 0.01%
2,767
-160
229
$1.23M 0.01%
25,437
230
$1.15M ﹤0.01%
15,805
-885
231
$1.13M ﹤0.01%
21,540
-3,105
232
$1.09M ﹤0.01%
17,010
-3,290
233
$1.09M ﹤0.01%
45,000
-1,359
234
$1.03M ﹤0.01%
4,503
+179
235
$1.01M ﹤0.01%
83,800
-40,000
236
$1M ﹤0.01%
3,535
+379
237
$1M ﹤0.01%
43,340
+4,010
238
$950K ﹤0.01%
11,746
+450
239
$945K ﹤0.01%
8,735
-12,696
240
$943K ﹤0.01%
719
-2
241
$935K ﹤0.01%
12,856
-1,820
242
$907K ﹤0.01%
11,178
+190
243
$896K ﹤0.01%
10,272
+726
244
$883K ﹤0.01%
8,683
+12
245
$841K ﹤0.01%
6,857
-237
246
$822K ﹤0.01%
4,017
-80
247
$809K ﹤0.01%
1,997
+143
248
$800K ﹤0.01%
11,350
-16
249
$793K ﹤0.01%
5,399
-65
250
$772K ﹤0.01%
3,032
+57
8 9
10
11 12