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
$29.6B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$56M
3
+$46M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$42.4M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$39M

Top Sells

1
+$39.4M
2
+$32.2M
3
+$30M
4
VZ icon
Verizon
VZ
+$26M
5
JNJ icon
Johnson & Johnson
JNJ
+$15.1M

Sector Composition

1 Technology 5.55%
2 Communication Services 4.31%
3 Consumer Discretionary 4.11%
4 Financials 4%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20M 0.07%
113,427
+1,201
127
$19.6M 0.07%
75,275
-723
128
$19.4M 0.07%
307,963
-12,850
129
$19.1M 0.06%
362,450
+40
130
$18.7M 0.06%
241,400
+4,314
131
$18.3M 0.06%
156,009
-3,314
132
$18.2M 0.06%
229,103
+3,212
133
$18M 0.06%
173,798
+8,047
134
$18M 0.06%
262,252
+2,567
135
$16.2M 0.05%
97,437
+8,165
136
$16.1M 0.05%
314,116
+15,340
137
$15.8M 0.05%
139,225
-192
138
$15.4M 0.05%
269,411
+11,422
139
$15.1M 0.05%
60,586
-227
140
$15M 0.05%
35,924
-414
141
$15M 0.05%
194,680
+8,403
142
$14.6M 0.05%
252,810
-1,045
143
$14.3M 0.05%
466,687
+21,191
144
$14.1M 0.05%
24,456
+2,237
145
$14M 0.05%
48,517
+83
146
$14M 0.05%
362,786
+16,637
147
$14M 0.05%
24,318
-5,706
148
$13.4M 0.05%
131,944
+3,434
149
$13.2M 0.04%
597,144
-19,149
150
$13M 0.04%
363,399
+1,983
4 5
6
7 8