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
276
$621K ﹤0.01%
5,559
+1,814
277
$616K ﹤0.01%
4,154
-311
278
$611K ﹤0.01%
23,944
-49,126
279
$607K ﹤0.01%
17,240
+1,960
280
$602K ﹤0.01%
8,797
-117
281
$600K ﹤0.01%
7,573
282
$600K ﹤0.01%
16,112
-5,790
283
$597K ﹤0.01%
1,529
-2
284
$588K ﹤0.01%
72,819
285
$586K ﹤0.01%
7,538
+398
286
$581K ﹤0.01%
1,453
-317
287
$569K ﹤0.01%
11,095
+1,201
288
$558K ﹤0.01%
4,899
-39
289
$548K ﹤0.01%
7,615
+1,302
290
$545K ﹤0.01%
5,236
+397
291
$536K ﹤0.01%
4,370
+19
292
$536K ﹤0.01%
6,082
-16
293
$513K ﹤0.01%
1,520
+130
294
$511K ﹤0.01%
3,185
+303
295
$509K ﹤0.01%
10,800
296
$505K ﹤0.01%
2,278
-451
297
$504K ﹤0.01%
3,047
-72
298
$503K ﹤0.01%
13,340
299
$494K ﹤0.01%
2,288
+278
300
$494K ﹤0.01%
1,055
-126
10 11
12
13 14