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
76
$65.3M 0.29%
886,891
+12,850
77
$64.9M 0.29%
953,560
+23,496
78
$64M 0.28%
1,902,938
-294,779
79
$60.1M 0.27%
4,001,908
+399,068
80
$59.3M 0.26%
3,576,182
+45,779
81
$59M 0.26%
1,007,532
+70,960
82
$57.3M 0.25%
1,023,214
+16,214
83
$56.2M 0.25%
1,435,811
+49,068
84
$55.8M 0.25%
844,542
-67,787
85
$55.6M 0.25%
724,962
-12,701
86
$55.5M 0.25%
1,048,518
+15,446
87
$55.3M 0.24%
155,325
+3,352
88
$55.1M 0.24%
324,908
+8,098
89
$54.2M 0.24%
1,051,523
-7,755
90
$53.2M 0.24%
308,213
+275
91
$51.8M 0.23%
992,784
+59,988
92
$51.6M 0.23%
739,047
+30,424
93
$50.8M 0.22%
951,172
+13,434
94
$50.3M 0.22%
856,904
-174,967
95
$50.2M 0.22%
288,248
-42,469
96
$50M 0.22%
1,354,021
+23,110
97
$49.7M 0.22%
850,741
-19,192
98
$49.5M 0.22%
1,347,022
-32,424
99
$48.8M 0.22%
601,777
-402,869
100
$47.5M 0.21%
242,234
+22,516