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
$23.2B
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$78.6M
2
+$57.8M
3
+$41.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32.4M
5
PEP icon
PepsiCo
PEP
+$31M

Top Sells

1
+$71.1M
2
+$63.9M
3
+$43.4M
4
KO icon
Coca-Cola
KO
+$27.3M
5
CRM icon
Salesforce
CRM
+$15.5M

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.32%
3 Communication Services 4.11%
4 Consumer Staples 4.08%
5 Materials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93.1M 0.4%
2,538,847
+240,641
52
$91M 0.39%
409,990
+9,065
53
$89.7M 0.39%
1,004,646
+41,721
54
$89.4M 0.39%
996,764
+26,434
55
$89.3M 0.39%
1,249,919
+9,948
56
$89M 0.38%
565,442
+9,308
57
$88.3M 0.38%
473,166
+7,951
58
$87.8M 0.38%
1,285,397
+17,575
59
$87.6M 0.38%
2,354,174
+178,864
60
$86M 0.37%
801,987
+14,458
61
$85.5M 0.37%
1,217,619
+17,080
62
$85.5M 0.37%
877,057
+12,969
63
$81.8M 0.35%
498,675
+4,272
64
$78M 0.34%
2,197,717
+72,558
65
$78M 0.34%
1,877,323
+32,751
66
$78M 0.34%
1,031,871
-1,432
67
$78M 0.34%
293,623
-25,714
68
$77.4M 0.33%
258,439
+3,237
69
$77.1M 0.33%
365,351
-1,936
70
$75.5M 0.33%
578,253
+9,368
71
$73.2M 0.32%
422,080
+3,438
72
$71.2M 0.31%
874,041
+7,849
73
$70.5M 0.3%
523,018
+38,914
74
$68.9M 0.3%
911,983
+197,983
75
$67.7M 0.29%
930,064
+14,182
1 2
3
4 5