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
151
$12.3M 0.05%
83,249
-1,694
152
$11.9M 0.05%
66,611
+1,822
153
$11.8M 0.05%
273,691
+6,745
154
$11.8M 0.05%
98,276
+1,661
155
$11.7M 0.05%
63,526
+26,657
156
$11.6M 0.05%
307,244
+5,272
157
$11.5M 0.05%
203,394
-15,758
158
$11.4M 0.05%
86,235
+24,983
159
$11.4M 0.05%
142,841
+29,616
160
$11.3M 0.05%
93,016
+1,293
161
$11.2M 0.05%
176,373
-8,445
162
$11.1M 0.05%
289,174
+21,272
163
$11M 0.05%
97,681
-171
164
$11M 0.05%
212,397
+11,862
165
$10.9M 0.05%
113,734
-9,176
166
$10.4M 0.04%
79,271
-464
167
$10.4M 0.04%
115,015
-1,264
168
$10.2M 0.04%
71,511
-13,961
169
$10.2M 0.04%
132,697
-1,739
170
$9.86M 0.04%
158,621
-2,418
171
$9.71M 0.04%
148,173
+1,452
172
$9.58M 0.04%
20,412
-105
173
$9.27M 0.04%
238,735
+12,740
174
$8.99M 0.04%
20,168
-1,657
175
$8.82M 0.04%
511,662
-71,532
5 6
7
8 9