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
$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
426
$247K ﹤0.01%
7,889
-94,561
427
$246K ﹤0.01%
10,722
-1,381
428
$246K ﹤0.01%
7,282
+660
429
$246K ﹤0.01%
+1,986
430
$245K ﹤0.01%
1,274
-27
431
$244K ﹤0.01%
1,735
-387
432
$244K ﹤0.01%
22,642
433
$242K ﹤0.01%
5,607
-121
434
$242K ﹤0.01%
5,334
-5
435
$242K ﹤0.01%
+5,972
436
$242K ﹤0.01%
687
-47
437
$241K ﹤0.01%
979
+4
438
$241K ﹤0.01%
+7,678
439
$240K ﹤0.01%
15,873
-9,717
440
$240K ﹤0.01%
+11,473
441
$239K ﹤0.01%
693
+11
442
$238K ﹤0.01%
8,185
-2
443
$235K ﹤0.01%
6,654
+88
444
$233K ﹤0.01%
1,838
-97
445
$233K ﹤0.01%
487
446
$232K ﹤0.01%
3,186
-227
447
$230K ﹤0.01%
515
-161
448
$229K ﹤0.01%
1,982
-66
449
$226K ﹤0.01%
4,606
-208
450
$225K ﹤0.01%
+2,382
16 17
18
19 20