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
$25.4B
AUM Growth
+$2.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$142M
3
+$82.4M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$67.3M
5
DIS icon
Walt Disney
DIS
+$54.2M

Top Sells

1
+$174M
2
+$163M
3
+$90.7M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$81.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$50M

Sector Composition

1 Technology 5.92%
2 Communication Services 4.27%
3 Consumer Discretionary 4.24%
4 Consumer Staples 3.84%
5 Materials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$753K ﹤0.01%
11,184
+749
252
$740K ﹤0.01%
12,793
+157
253
$731K ﹤0.01%
9,444
+1,204
254
$725K ﹤0.01%
17,288
-1,430
255
$721K ﹤0.01%
63,800
256
$705K ﹤0.01%
23,143
-1,295
257
$703K ﹤0.01%
18,691
-643
258
$702K ﹤0.01%
5,992
-4,400
259
$691K ﹤0.01%
913
+97
260
$687K ﹤0.01%
18,078
-627
261
$682K ﹤0.01%
1,472
-85
262
$681K ﹤0.01%
2,103
263
$677K ﹤0.01%
10,282
+15
264
$674K ﹤0.01%
6,924
-169
265
$672K ﹤0.01%
17,799
266
$651K ﹤0.01%
4,772
+350
267
$648K ﹤0.01%
5,585
+460
268
$647K ﹤0.01%
6,942
-232
269
$645K ﹤0.01%
7,582
+84
270
$645K ﹤0.01%
21,002
271
$640K ﹤0.01%
4,677
-1,122
272
$626K ﹤0.01%
38,677
+873
273
$624K ﹤0.01%
2,698
-410
274
$623K ﹤0.01%
7,230
-41
275
$622K ﹤0.01%
3,285
-1
9 10
11
12 13