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
126
$20.2M 0.09%
91,938
-203
127
$19M 0.08%
410,819
-15,658
128
$17.6M 0.08%
341,099
+6,893
129
$17.5M 0.08%
6,493
-24
130
$17.3M 0.07%
150,283
-4,121
131
$16.9M 0.07%
35,971
-834
132
$16.4M 0.07%
301,353
-6,186
133
$16.1M 0.07%
164,945
+23,616
134
$16M 0.07%
223,947
+1,382
135
$16M 0.07%
77,912
+1,626
136
$16M 0.07%
233,818
+3,750
137
$15.3M 0.07%
180,360
-1,737
138
$15.3M 0.07%
304,262
+5,547
139
$15M 0.06%
249,334
+3,004
140
$14.8M 0.06%
371,697
+7,787
141
$14.6M 0.06%
108,096
+583
142
$14.5M 0.06%
29,701
-17,733
143
$14.4M 0.06%
104,255
-3,850
144
$14.2M 0.06%
52,466
+1,425
145
$14.2M 0.06%
320,664
+5,134
146
$14M 0.06%
182,351
+170
147
$13.4M 0.06%
166,633
+4,410
148
$13.2M 0.06%
29,881
-8,598
149
$13M 0.06%
228,591
+5,534
150
$12.8M 0.06%
31,174
-1,010
4 5
6
7 8