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
301
$519K ﹤0.01%
7,429
+3,054
302
$512K ﹤0.01%
+963
303
$512K ﹤0.01%
4,393
-65
304
$508K ﹤0.01%
4,756
-462
305
$502K ﹤0.01%
257,344
306
$495K ﹤0.01%
6,414
-441
307
$494K ﹤0.01%
8,187
-1,302
308
$492K ﹤0.01%
2,535
-16
309
$490K ﹤0.01%
14,400
-100
310
$486K ﹤0.01%
13,415
+4,203
311
$486K ﹤0.01%
9,172
312
$484K ﹤0.01%
1,588
-49
313
$484K ﹤0.01%
19,650
+2,148
314
$482K ﹤0.01%
1,411
-28
315
$479K ﹤0.01%
4,670
316
$479K ﹤0.01%
4,746
-25
317
$477K ﹤0.01%
4,379
-508
318
$477K ﹤0.01%
13,630
-950
319
$470K ﹤0.01%
15,311
+2,184
320
$466K ﹤0.01%
5,525
+389
321
$462K ﹤0.01%
3,772
-42
322
$461K ﹤0.01%
15,078
-710
323
$447K ﹤0.01%
1,145
-61
324
$446K ﹤0.01%
6,819
+372
325
$443K ﹤0.01%
5,350
-353
11 12
13
14 15