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 Buys

1
+$187M
2
+$86.5M
3
+$76.6M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$73.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$69.7M

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
501
– –
-10,189
502
– –
-9,538
503
– –
-9,703
504
– –
-1,985
505
– –
-2,055
506
– –
-3,836
507
– –
-427
508
– –
-4,618
509
– –
-2,380
510
– –
-784
511
– –
-3,032
512
– –
-842
513
– –
-3,777
514
– –
-8,794
515
– –
-8,580
516
– –
-10,028
517
– –
-1,599
518
– –
-151
519
– –
-732
520
– –
-3,691
521
– –
-441
522
– –
-1,579
17 18 19 20
21