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
326
$440K ﹤0.01%
1,798
+533
327
$432K ﹤0.01%
3,426
-13
328
$431K ﹤0.01%
5,646
+68
329
$429K ﹤0.01%
4,392
+10
330
$426K ﹤0.01%
10,737
-9
331
$423K ﹤0.01%
1,870
-2,181
332
$420K ﹤0.01%
9,196
-166,841
333
$419K ﹤0.01%
834
-57
334
$416K ﹤0.01%
5,495
+323
335
$411K ﹤0.01%
3,762
+216
336
$410K ﹤0.01%
1,672
-34
337
$410K ﹤0.01%
7,153
+2,559
338
$406K ﹤0.01%
6,150
-3,000
339
$401K ﹤0.01%
8,149
340
$399K ﹤0.01%
+21,296
341
$398K ﹤0.01%
2,864
+352
342
$397K ﹤0.01%
2,717
-509
343
$393K ﹤0.01%
2,438
-52
344
$390K ﹤0.01%
16,485
+5,409
345
$386K ﹤0.01%
6,458
-3,835
346
$385K ﹤0.01%
3,629
+229
347
$385K ﹤0.01%
12,619
348
$377K ﹤0.01%
2,720
-2
349
$375K ﹤0.01%
1,652
-55
350
$368K ﹤0.01%
5,664
+7
12 13
14
15 16