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
376
$318K ﹤0.01%
3,916
+84
377
$318K ﹤0.01%
460
-2
378
$316K ﹤0.01%
+8,651
379
$313K ﹤0.01%
3,575
+437
380
$313K ﹤0.01%
2,091
-3,200
381
$309K ﹤0.01%
+12,410
382
$308K ﹤0.01%
3,267
+45
383
$308K ﹤0.01%
9,533
+2,198
384
$307K ﹤0.01%
6,681
+203
385
$307K ﹤0.01%
6,095
-336
386
$305K ﹤0.01%
8,947
+77
387
$305K ﹤0.01%
3,257
-69
388
$305K ﹤0.01%
9,234
-240
389
$304K ﹤0.01%
8,684
+313
390
$302K ﹤0.01%
11,127
391
$302K ﹤0.01%
6,353
-1,334
392
$301K ﹤0.01%
9,960
-10
393
$299K ﹤0.01%
4,741
-825
394
$296K ﹤0.01%
3,061
+343
395
$295K ﹤0.01%
3,527
-127
396
$289K ﹤0.01%
1,394
-1,805
397
$286K ﹤0.01%
11,354
-1,200
398
$285K ﹤0.01%
+7,205
399
$282K ﹤0.01%
2,954
-59
400
$281K ﹤0.01%
4,214
-363
14 15
16
17 18