Empower Advisory Group

Empower Advisory Group Portfolio holdings

AUM $33.4B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.9B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$70.5M
2 +$56.8M
3 +$51.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$50.5M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$49.4M

Top Sells

1 +$64M
2 +$46.7M
3 +$44M
4
NFLX icon
Netflix
NFLX
+$33.9M
5
COST icon
Costco
COST
+$33M

Sector Composition

1 Technology 6.03%
2 Communication Services 4.46%
3 Consumer Discretionary 4.01%
4 Financials 3.94%
5 Consumer Staples 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$368K ﹤0.01%
1,648
+39
352
$367K ﹤0.01%
2,773
+16
353
$365K ﹤0.01%
3,250
354
$364K ﹤0.01%
4,332
-30
355
$362K ﹤0.01%
8,503
+107
356
$359K ﹤0.01%
2,976
+415
357
$359K ﹤0.01%
6,521
-601
358
$359K ﹤0.01%
1,671
+222
359
$358K ﹤0.01%
5,257
-530
360
$354K ﹤0.01%
7,507
+3,357
361
$353K ﹤0.01%
1,957
-16
362
$353K ﹤0.01%
7,073
+967
363
$353K ﹤0.01%
+1,809
364
$349K ﹤0.01%
4,741
-68
365
$348K ﹤0.01%
2,118
-860
366
$348K ﹤0.01%
8,956
+1,457
367
$347K ﹤0.01%
3,684
-36
368
$346K ﹤0.01%
12,364
-2,052
369
$345K ﹤0.01%
4,170
370
$343K ﹤0.01%
4,364
-989
371
$342K ﹤0.01%
681
-191
372
$339K ﹤0.01%
1,925
-856
373
$337K ﹤0.01%
6,908
+1,441
374
$336K ﹤0.01%
9,584
+1,977
375
$332K ﹤0.01%
6,409
+79