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
$22.6B
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$237M
2 +$234M
3 +$207M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$126M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$52.8M

Top Sells

1 +$260M
2 +$197M
3 +$57.9M
4
TYL icon
Tyler Technologies
TYL
+$55.1M
5
IP icon
International Paper
IP
+$54M

Sector Composition

1 Technology 5.51%
2 Consumer Discretionary 4.15%
3 Communication Services 3.99%
4 Consumer Staples 3.93%
5 Materials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$729K ﹤0.01%
2,975
-57
252
$714K ﹤0.01%
21,002
+1,458
253
$709K ﹤0.01%
10,157
-2,699
254
$707K ﹤0.01%
10,435
+94
255
$700K ﹤0.01%
3,257
+13
256
$698K ﹤0.01%
5,799
+3,131
257
$698K ﹤0.01%
63,800
-20,000
258
$685K ﹤0.01%
7,093
-165
259
$684K ﹤0.01%
3,108
-281
260
$679K ﹤0.01%
4,905
+36
261
$677K ﹤0.01%
1,557
-5
262
$676K ﹤0.01%
4,465
+72
263
$675K ﹤0.01%
1,471
+6
264
$674K ﹤0.01%
8,914
-1,358
265
$668K ﹤0.01%
1,770
-227
266
$667K ﹤0.01%
12,636
+328
267
$661K ﹤0.01%
10,267
+2,080
268
$660K ﹤0.01%
2,103
-3
269
$647K ﹤0.01%
510
-10
270
$643K ﹤0.01%
37,804
+289
271
$641K ﹤0.01%
19,334
-525
272
$631K ﹤0.01%
17,799
273
$629K ﹤0.01%
18,705
-16
274
$625K ﹤0.01%
3,286
+193
275
$614K ﹤0.01%
5,125
-29