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
$25.4B
AUM Growth
+$2.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$142M
3
+$82.4M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$67.3M
5
DIS icon
Walt Disney
DIS
+$54.2M

Top Sells

1
+$174M
2
+$163M
3
+$90.7M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$81.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$50M

Sector Composition

1 Technology 5.92%
2 Communication Services 4.27%
3 Consumer Discretionary 4.24%
4 Consumer Staples 3.84%
5 Materials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$251K ﹤0.01%
7,239
-5,353
427
$251K ﹤0.01%
10,092
+1,586
428
$249K ﹤0.01%
+1,652
429
$245K ﹤0.01%
2,427
+26
430
$244K ﹤0.01%
3,372
-184
431
$242K ﹤0.01%
+5,195
432
$242K ﹤0.01%
3,446
-296
433
$242K ﹤0.01%
+6,010
434
$241K ﹤0.01%
1,173
-29
435
$241K ﹤0.01%
+14,047
436
$240K ﹤0.01%
6,783
+291
437
$238K ﹤0.01%
6,570
-2,629
438
$237K ﹤0.01%
+6,429
439
$236K ﹤0.01%
1,741
-3
440
$235K ﹤0.01%
+4,205
441
$233K ﹤0.01%
6,572
+184
442
$229K ﹤0.01%
452
443
$227K ﹤0.01%
151
444
$227K ﹤0.01%
14,587
-381
445
$224K ﹤0.01%
+2,300
446
$218K ﹤0.01%
+3,235
447
$217K ﹤0.01%
+2,254
448
$214K ﹤0.01%
+429
449
$213K ﹤0.01%
+2,267
450
$213K ﹤0.01%
+1,555
16 17
18
19 20