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
126
$16.7M 0.07%
352,969
+11,870
127
$16.1M 0.07%
236,792
+2,974
128
$15.8M 0.07%
178,160
-2,200
129
$15.6M 0.07%
151,856
+1,573
130
$15.6M 0.07%
227,799
+3,852
131
$15.4M 0.07%
296,786
-4,567
132
$15.2M 0.07%
77,833
-79
133
$14.8M 0.07%
28,928
-773
134
$14.7M 0.07%
305,968
+1,706
135
$14.4M 0.06%
378,995
+7,298
136
$13.9M 0.06%
256,186
+6,852
137
$13.8M 0.06%
52,454
-12
138
$13.7M 0.06%
110,521
+2,425
139
$13.2M 0.06%
100,817
+2,541
140
$13M 0.06%
183,208
+857
141
$13M 0.06%
30,302
+421
142
$12.8M 0.06%
328,612
+7,948
143
$12.7M 0.06%
64,716
+1,190
144
$12.6M 0.06%
261,117
+22,382
145
$12.1M 0.05%
172,677
+6,044
146
$11.9M 0.05%
98,739
-5,516
147
$11.5M 0.05%
190,339
+13,966
148
$11.4M 0.05%
237,679
+9,088
149
$11.1M 0.05%
299,891
+10,717
150
$10.9M 0.05%
286,841
+13,150
4 5
6
7 8