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
$22.6B
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$237M
2 +$234M
3 +$207M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$126M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$52.8M

Top Sells

1 +$260M
2 +$197M
3 +$57.9M
4
TYL icon
Tyler Technologies
TYL
+$55.1M
5
IP icon
International Paper
IP
+$54M

Sector Composition

1 Technology 5.51%
2 Consumer Discretionary 4.15%
3 Communication Services 3.99%
4 Consumer Staples 3.93%
5 Materials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$272K ﹤0.01%
5,399
+336
402
$272K ﹤0.01%
486
+41
403
$270K ﹤0.01%
1,373
-279
404
$270K ﹤0.01%
+4,747
405
$267K ﹤0.01%
+3,689
406
$267K ﹤0.01%
105
-2
407
$266K ﹤0.01%
2,609
+612
408
$263K ﹤0.01%
1,265
-9
409
$261K ﹤0.01%
1,871
+4
410
$260K ﹤0.01%
+698
411
$254K ﹤0.01%
8,651
412
$254K ﹤0.01%
3,594
+67
413
$251K ﹤0.01%
6,492
-162
414
$250K ﹤0.01%
2,312
+23
415
$250K ﹤0.01%
1,971
+171
416
$248K ﹤0.01%
3,295
-5,553
417
$248K ﹤0.01%
1,092
-50
418
$247K ﹤0.01%
3,556
+370
419
$246K ﹤0.01%
11,439
+114
420
$244K ﹤0.01%
10,257
-151
421
$242K ﹤0.01%
4,180
-160
422
$241K ﹤0.01%
7,617
-1,916
423
$240K ﹤0.01%
2,624
-437
424
$239K ﹤0.01%
1,938
-59
425
$238K ﹤0.01%
6,647
-1,538