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
$29.6B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$56M
3
+$46M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$42.4M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$39M

Top Sells

1
+$39.4M
2
+$32.2M
3
+$30M
4
VZ icon
Verizon
VZ
+$26M
5
JNJ icon
Johnson & Johnson
JNJ
+$15.1M

Sector Composition

1 Technology 5.55%
2 Communication Services 4.31%
3 Consumer Discretionary 4.11%
4 Financials 4%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$240M 0.81%
2,966,753
+52,897
27
$223M 0.75%
852,574
+6,558
28
$220M 0.75%
478,827
+7,797
29
$213M 0.72%
1,012,422
+5,288
30
$207M 0.7%
419,029
+8,021
31
$207M 0.7%
5,677,572
-17,183
32
$195M 0.66%
1,126,243
+23,540
33
$165M 0.56%
1,411,160
+41,974
34
$161M 0.55%
513,334
-10,442
35
$153M 0.52%
216,350
+1,710
36
$151M 0.51%
1,781,999
+32,324
37
$150M 0.51%
168,641
+1,745
38
$144M 0.49%
565,477
+5,441
39
$142M 0.48%
3,589,752
+27,994
40
$138M 0.47%
235,841
+4,929
41
$135M 0.46%
420,345
+2,682
42
$135M 0.46%
834,877
-93,448
43
$135M 0.46%
332,921
+5,425
44
$130M 0.44%
1,333,250
+113,501
45
$130M 0.44%
1,124,889
+20,334
46
$127M 0.43%
1,317,909
+57,269
47
$126M 0.43%
254,778
+2,810
48
$126M 0.43%
423,419
+14,460
49
$123M 0.42%
139,274
+5,682
50
$123M 0.42%
1,366,058
+21,726
1
2
3 4 5