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
$22.6B
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$234M
3
+$207M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$126M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$52.8M

Top Sells

1
+$260M
2
+$197M
3
+$57.9M
4
TYL icon
Tyler Technologies
TYL
+$55.1M
5
IP icon
International Paper
IP
+$54M

Sector Composition

1 Technology 5.51%
2 Consumer Discretionary 4.15%
3 Communication Services 3.99%
4 Consumer Staples 3.93%
5 Materials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-11,354
477
– –
-10,953
478
– –
-17,068
479
– –
-15,121
480
– –
-515
481
– –
-7,678
482
– –
-1,986
483
– –
-1,145
484
– –
-2,764
485
– –
-7,370
486
– –
-11,473
487
– –
-4,926
488
– –
-1,587
489
– –
-4,462
490
– –
-4,289
491
– –
-2,705
492
– –
-2,757
493
– –
-4,214
494
– –
-607
495
– –
-58
16 17 18 19
20