Empower Advisory Group

Empower Advisory Group Portfolio holdings

AUM $36.1B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.6B
AUM Growth
+$942M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Sells

1 +$92.8M
2 +$70.9M
3 +$53.6M
4
JPM icon
JPMorgan Chase
JPM
+$52.3M
5
CRL icon
Charles River Laboratories
CRL
+$40.7M

Sector Composition

1 Technology 4.72%
2 Communication Services 4.36%
3 Consumer Staples 3.89%
4 Financials 3.78%
5 Utilities 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$253M 0.83%
439,353
+7,231
27
$229M 0.75%
2,613,040
-7,703
28
$199M 0.65%
5,703,199
-34,513
29
$198M 0.65%
361,958
-63,990
30
$197M 0.64%
804,618
-213,033
31
$184M 0.6%
1,545,780
+88,898
32
$183M 0.6%
1,966,820
-202,990
33
$176M 0.57%
212,519
+19,033
34
$167M 0.55%
176,713
-52
35
$151M 0.49%
492,575
-9,177
36
$148M 0.48%
584,920
+7,795
37
$148M 0.48%
869,676
+17,911
38
$147M 0.48%
569,115
-273,536
39
$146M 0.48%
1,196,214
+37,399
40
$140M 0.46%
844,166
+112,909
41
$137M 0.45%
1,391,632
+18,654
42
$136M 0.44%
1,922,812
+99,485
43
$136M 0.44%
1,374,619
+14,884
44
$132M 0.43%
1,439,072
+37,408
45
$132M 0.43%
251,890
+15,983
46
$131M 0.43%
443,797
+9,814
47
$125M 0.41%
747,825
+24,822
48
$122M 0.4%
916,083
-1,131
49
$119M 0.39%
323,414
+4,369
50
$116M 0.38%
332,556
+9,631