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
$33.4B
AUM Growth
+$2.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$336M
2
+$178M
3
+$102M
4
AMZN icon
Amazon
AMZN
+$74.4M
5
NVDA icon
NVIDIA
NVDA
+$72.8M

Top Sells

1
+$453M
2
+$143M
3
+$91.9M
4
UBER icon
Uber
UBER
+$81.6M
5
NFLX icon
Netflix
NFLX
+$65.8M

Sector Composition

1 Technology 5.55%
2 Communication Services 4.62%
3 Financials 3.88%
4 Consumer Staples 3.88%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYG icon
426
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$272K ﹤0.01%
3,370
-1,303
UBS icon
427
UBS Group
UBS
$120B
$271K ﹤0.01%
8,019
+710
TFC icon
428
Truist Financial
TFC
$55.9B
$271K ﹤0.01%
6,304
-22,839
QTEC icon
429
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.92B
$270K ﹤0.01%
1,267
RY icon
430
Royal Bank of Canada
RY
$207B
$268K ﹤0.01%
2,038
+173
DGRO icon
431
iShares Core Dividend Growth ETF
DGRO
$35.6B
$267K ﹤0.01%
4,181
-572
FVCB icon
432
FVCBankcorp
FVCB
$228M
$267K ﹤0.01%
22,642
XLU icon
433
Utilities Select Sector SPDR Fund
XLU
$22.3B
$266K ﹤0.01%
3,263
-1,644
RBLX icon
434
Roblox
RBLX
$88.6B
$265K ﹤0.01%
+2,519
INFY icon
435
Infosys
INFY
$72.8B
$261K ﹤0.01%
14,080
+100
CPRT icon
436
Copart
CPRT
$43.3B
$258K ﹤0.01%
5,256
+496
IYF icon
437
iShares US Financials ETF
IYF
$3.94B
$252K ﹤0.01%
2,085
+294
TYL icon
438
Tyler Technologies
TYL
$22.3B
$252K ﹤0.01%
426
-60
EWX icon
439
SPDR S&P Emerging Markets Small Cap ETF
EWX
$778M
$252K ﹤0.01%
4,065
IBTF icon
440
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$252K ﹤0.01%
10,773
IXC icon
441
iShares Global Energy ETF
IXC
$1.86B
$251K ﹤0.01%
+6,381
KMX icon
442
CarMax
KMX
$6.47B
$250K ﹤0.01%
3,726
-552
EUFN icon
443
iShares MSCI Europe Financials ETF
EUFN
$4.35B
$249K ﹤0.01%
+7,875
TEL icon
444
TE Connectivity
TEL
$67.8B
$248K ﹤0.01%
1,470
+31
BALL icon
445
Ball Corp
BALL
$13.5B
$245K ﹤0.01%
+4,363
VRTX icon
446
Vertex Pharmaceuticals
VRTX
$109B
$244K ﹤0.01%
549
-86
SCHM icon
447
Schwab US Mid-Cap ETF
SCHM
$13.5B
$244K ﹤0.01%
8,706
-552
IJJ icon
448
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.95B
$243K ﹤0.01%
1,966
+126
MCHP icon
449
Microchip Technology
MCHP
$34.8B
$242K ﹤0.01%
+3,436
AMP icon
450
Ameriprise Financial
AMP
$44.7B
$241K ﹤0.01%
452
-5
16 17
18
19 20