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
276
$634K ﹤0.01%
875
-63
277
$633K ﹤0.01%
19,350
+4,690
278
$619K ﹤0.01%
8,241
+17
279
$618K ﹤0.01%
4,656
-332
280
$616K ﹤0.01%
520
-22
281
$608K ﹤0.01%
7,125
-188
282
$607K ﹤0.01%
7,746
-249
283
$594K ﹤0.01%
9,196
-273
284
$588K ﹤0.01%
12,983
+1,939
285
$582K ﹤0.01%
4,545
-1
286
$582K ﹤0.01%
3,093
-16
287
$578K ﹤0.01%
7,499
-282
288
$571K ﹤0.01%
7,817
+1,564
289
$570K ﹤0.01%
9,670
+431
290
$564K ﹤0.01%
7,517
291
$563K ﹤0.01%
8,501
+1,016
292
$559K ﹤0.01%
3,541
-1,320
293
$545K ﹤0.01%
3,791
+52
294
$544K ﹤0.01%
5,070
-222
295
$542K ﹤0.01%
6,854
-2,662
296
$537K ﹤0.01%
10,325
-97
297
$534K ﹤0.01%
3,159
+189
298
$534K ﹤0.01%
5,154
-681
299
$533K ﹤0.01%
1,169
-1
300
$533K ﹤0.01%
1,532
-9
10 11
12
13 14