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
51
$91.2M 0.4%
1,033,484
+36,720
52
$91.2M 0.4%
999,158
+8,971
53
$85.7M 0.38%
575,216
+52,198
54
$85.5M 0.38%
2,332,650
+3,550
55
$81.9M 0.36%
2,470,371
-68,476
56
$80.8M 0.36%
1,248,907
+31,288
57
$80.4M 0.36%
830,183
-65,158
58
$80.3M 0.36%
840,115
+258,786
59
$79.2M 0.35%
2,443,735
+89,561
60
$78.5M 0.35%
836,002
-41,055
61
$78.4M 0.35%
501,235
+2,560
62
$77.8M 0.34%
499,448
-30,137
63
$76.6M 0.34%
1,727,866
-149,457
64
$76.1M 0.34%
235,067
+69,043
65
$75.6M 0.33%
296,508
+2,885
66
$74.5M 0.33%
262,738
+4,299
67
$69.7M 0.31%
363,870
-1,481
68
$69.6M 0.31%
922,936
+10,953
69
$69.3M 0.31%
1,950,746
+67,437
70
$67.9M 0.3%
497,849
-80,404
71
$67.7M 0.3%
1,915,953
+8,136
72
$67.3M 0.3%
246,581
+5,369
73
$66.7M 0.29%
470,589
+7,591
74
$66.6M 0.29%
1,162,837
-114,012
75
$65.6M 0.29%
430,473
+8,393
1 2
3
4 5