Empower Advisory Group

Empower Advisory Group Portfolio holdings

AUM $33.4B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.6B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$56M
3
+$46M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$42.4M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$39M

Top Sells

1
+$39.4M
2
+$32.2M
3
+$30M
4
VZ icon
Verizon
VZ
+$26M
5
JNJ icon
Johnson & Johnson
JNJ
+$15.1M

Sector Composition

1 Technology 5.55%
2 Communication Services 4.31%
3 Consumer Discretionary 4.11%
4 Financials 4%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M ﹤0.01%
31,730
+2,799
227
$1.14M ﹤0.01%
3,348
+189
228
$1.13M ﹤0.01%
11,760
+6,000
229
$1.11M ﹤0.01%
3,964
-73
230
$1.07M ﹤0.01%
14,227
+6,154
231
$1.07M ﹤0.01%
12,726
-395
232
$1.02M ﹤0.01%
20,064
+641
233
$986K ﹤0.01%
19,412
-6,185
234
$978K ﹤0.01%
1,938
235
$967K ﹤0.01%
645
-3
236
$949K ﹤0.01%
8,236
-3,334
237
$947K ﹤0.01%
17,317
+8,019
238
$944K ﹤0.01%
9,287
+108
239
$933K ﹤0.01%
39,286
+16
240
$927K ﹤0.01%
37,751
+111
241
$908K ﹤0.01%
5,417
-58
242
$887K ﹤0.01%
17,572
-2,402
243
$887K ﹤0.01%
5,195
-237
244
$885K ﹤0.01%
7,010
-13
245
$879K ﹤0.01%
19,463
-3,010
246
$864K ﹤0.01%
2,645
247
$850K ﹤0.01%
10,158
-1,517
248
$845K ﹤0.01%
3,159
+58
249
$837K ﹤0.01%
2,974
-174
250
$834K ﹤0.01%
1,697
-17
8 9
10
11 12