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
$25.4B
AUM Growth
+$2.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$142M
3
+$82.4M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$67.3M
5
DIS icon
Walt Disney
DIS
+$54.2M

Top Sells

1
+$174M
2
+$163M
3
+$90.7M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$81.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$50M

Sector Composition

1 Technology 5.92%
2 Communication Services 4.27%
3 Consumer Discretionary 4.24%
4 Consumer Staples 3.84%
5 Materials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72.1M 0.28%
802,330
+77,368
77
$71.9M 0.28%
1,945,583
+42,645
78
$71.8M 0.28%
4,280,397
+278,489
79
$71.4M 0.28%
955,079
+1,519
80
$71.1M 0.28%
337,431
+49,183
81
$68.9M 0.27%
942,175
+97,633
82
$67.3M 0.26%
931,640
+8,704
83
$66.8M 0.26%
1,952,917
+36,964
84
$65.8M 0.26%
982,165
+30,993
85
$64.8M 0.26%
3,675,699
+99,517
86
$64.8M 0.26%
902,227
+15,336
87
$64.7M 0.25%
1,447,944
+100,922
88
$64.6M 0.25%
162,099
+6,774
89
$62.6M 0.25%
481,341
+10,752
90
$62.4M 0.25%
1,083,503
+34,985
91
$61.6M 0.24%
1,044,514
+21,300
92
$60.8M 0.24%
953,611
+49,637
93
$60.7M 0.24%
1,107,465
+55,942
94
$60.6M 0.24%
1,465,012
+110,991
95
$60.6M 0.24%
256,196
+13,962
96
$60.4M 0.24%
881,822
+92,559
97
$58.9M 0.23%
745,641
+6,594
98
$58.8M 0.23%
414,242
+56,083
99
$58.8M 0.23%
956,864
+106,123
100
$58.7M 0.23%
308,885
+672
2 3
4
5 6