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
251
$768K ﹤0.01%
72,819
-3,282
252
$767K ﹤0.01%
22,219
253
$762K ﹤0.01%
5,503
-477
254
$745K ﹤0.01%
8,848
-103
255
$742K ﹤0.01%
1,542
-132,824
256
$740K ﹤0.01%
10,341
+397
257
$733K ﹤0.01%
3,244
+277
258
$725K ﹤0.01%
8,663
259
$723K ﹤0.01%
34,172
260
$721K ﹤0.01%
3,389
-976
261
$718K ﹤0.01%
2,106
-10
262
$711K ﹤0.01%
1,465
-71
263
$705K ﹤0.01%
13,008
-34
264
$704K ﹤0.01%
4,869
-1,212
265
$700K ﹤0.01%
10,945
+240
266
$669K ﹤0.01%
19,859
-2,970
267
$669K ﹤0.01%
6,832
-609
268
$669K ﹤0.01%
18,949
+110
269
$667K ﹤0.01%
1,562
-3
270
$666K ﹤0.01%
12,308
-6
271
$665K ﹤0.01%
18,721
+123
272
$659K ﹤0.01%
19,544
+133
273
$656K ﹤0.01%
7,258
+381
274
$653K ﹤0.01%
37,515
275
$645K ﹤0.01%
17,799
-18
9 10
11
12 13