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
401
$280K ﹤0.01%
1,997
-29
402
$277K ﹤0.01%
2,289
-178
403
$277K ﹤0.01%
1,777
+2
404
$276K ﹤0.01%
22,206
405
$276K ﹤0.01%
1,867
+86
406
$275K ﹤0.01%
4,227
+158
407
$270K ﹤0.01%
6,043
+1,348
408
$270K ﹤0.01%
4,340
-774
409
$269K ﹤0.01%
5,063
+10
410
$269K ﹤0.01%
1,142
+49
411
$267K ﹤0.01%
107
-4
412
$266K ﹤0.01%
7,387
413
$263K ﹤0.01%
1,310
-45
414
$262K ﹤0.01%
16,300
-10
415
$258K ﹤0.01%
10,408
-861
416
$257K ﹤0.01%
+4,751
417
$255K ﹤0.01%
13,883
-152
418
$254K ﹤0.01%
15,121
+2,932
419
$253K ﹤0.01%
7,370
-515
420
$253K ﹤0.01%
11,325
-618
421
$250K ﹤0.01%
3,001
+706
422
$250K ﹤0.01%
+445
423
$248K ﹤0.01%
2,518
-13
424
$248K ﹤0.01%
1,296
-94
425
$248K ﹤0.01%
+12,960
15 16
17
18 19