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
76
$67.7M 0.29%
912,329
+286,347
77
$67.2M 0.29%
301,235
+16,127
78
$64.7M 0.28%
330,717
+7,330
79
$64.2M 0.28%
581,329
-102,295
80
$63M 0.27%
1,883,309
+51,829
81
$61.8M 0.27%
737,663
+46,289
82
$60.8M 0.26%
3,530,403
+52,595
83
$60.6M 0.26%
1,007,000
-453,938
84
$60.6M 0.26%
1,379,446
+24,419
85
$60.4M 0.26%
144,914
+3,642
86
$60.3M 0.26%
1,907,817
+27,372
87
$59.6M 0.26%
936,572
+50,361
88
$59.5M 0.26%
932,796
+37,209
89
$59.4M 0.26%
241,212
+234,750
90
$59.3M 0.26%
1,033,072
-755,788
91
$59M 0.25%
625,884
+13,819
92
$58.7M 0.25%
316,810
+167,103
93
$58.1M 0.25%
819,295
+11,099
94
$58.1M 0.25%
869,933
+33,982
95
$58M 0.25%
1,386,743
+98,999
96
$57.5M 0.25%
3,602,840
+324,588
97
$56.9M 0.25%
151,973
+4,851
98
$56.8M 0.24%
1,330,911
+61,810
99
$56.4M 0.24%
1,059,278
+20,086
100
$56M 0.24%
307,938
+5,676
2 3
4
5 6