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
451
$213K ﹤0.01%
+4,346
452
$212K ﹤0.01%
13,449
-4,271
453
$212K ﹤0.01%
+1,113
454
$210K ﹤0.01%
+4,149
455
$208K ﹤0.01%
+6,735
456
$208K ﹤0.01%
12,119
+2
457
$207K ﹤0.01%
2,647
-1,042
458
$206K ﹤0.01%
+3,447
459
$205K ﹤0.01%
2,030
-579
460
$205K ﹤0.01%
+3,933
461
$204K ﹤0.01%
+1,577
462
$203K ﹤0.01%
1,706
-101
463
$203K ﹤0.01%
1,679
-292
464
$202K ﹤0.01%
+985
465
$201K ﹤0.01%
+6,420
466
$201K ﹤0.01%
+4,654
467
$200K ﹤0.01%
+389
468
$154K ﹤0.01%
12,466
469
$147K ﹤0.01%
19,000
470
$136K ﹤0.01%
+22,391
471
$101K ﹤0.01%
16,056
472
$93.7K ﹤0.01%
14,025
473
$45.2K ﹤0.01%
14,400
474
$38.8K ﹤0.01%
+10,876
475
$12.3K ﹤0.01%
501
16 17 18
19
20