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
$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
501
$63.4K ﹤0.01%
11,823
502
$49K ﹤0.01%
+2,692
503
– –
-501
504
– –
-3,885
505
– –
-6,061
506
– –
-7,806
507
– –
-8,282
508
– –
-774
509
– –
-5,144
510
– –
-2,854
511
– –
-4,550
512
– –
-2,296
513
– –
-4,912
514
– –
-10,167
515
– –
-19,555
516
– –
-1,572
517
– –
-5,845
518
– –
-39,450
519
– –
-1,144
520
– –
-2,857
521
– –
-429
522
– –
-14,400
17 18 19 20
21