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
351
$361K ﹤0.01%
2,763
+109
352
$360K ﹤0.01%
1,201
-383
353
$358K ﹤0.01%
4,340
+538
354
$357K ﹤0.01%
3,988
+166
355
$355K ﹤0.01%
+6,922
356
$353K ﹤0.01%
+11,489
357
$353K ﹤0.01%
257,344
358
$352K ﹤0.01%
1,211
-426
359
$352K ﹤0.01%
5,550
-1,545
360
$351K ﹤0.01%
6,736
+1,295
361
$350K ﹤0.01%
1,479
+106
362
$349K ﹤0.01%
11,587
+301
363
$346K ﹤0.01%
1,334
+242
364
$342K ﹤0.01%
+389
365
$341K ﹤0.01%
9,344
366
$341K ﹤0.01%
5,788
+1,312
367
$340K ﹤0.01%
3,680
-8
368
$339K ﹤0.01%
13,521
-600
369
$338K ﹤0.01%
3,567
-113
370
$337K ﹤0.01%
618
-338
371
$333K ﹤0.01%
3,272
-606
372
$332K ﹤0.01%
+2,259
373
$330K ﹤0.01%
9,127
-24,621
374
$328K ﹤0.01%
1,710
-258
375
$327K ﹤0.01%
3,257
13 14
15
16 17