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
151
$10.9M 0.05%
197,684
-5,710
152
$10.8M 0.05%
31,158
-16
153
$10.5M 0.05%
91,718
-1,298
154
$10.4M 0.05%
20,282
-130
155
$10.2M 0.05%
20,214
+16,648
156
$10.1M 0.04%
77,605
-5,644
157
$9.83M 0.04%
394,255
+28,554
158
$9.76M 0.04%
114,110
-905
159
$9.12M 0.04%
148,040
-133
160
$9.09M 0.04%
21,163
+995
161
$8.84M 0.04%
74,769
-4,502
162
$8.59M 0.04%
516,831
+5,169
163
$8.59M 0.04%
72,145
+5,534
164
$8.42M 0.04%
41,658
+2,595
165
$8.4M 0.04%
188,054
-24,343
166
$8.24M 0.04%
128,824
-3,873
167
$7.76M 0.03%
257,286
-49,958
168
$7.6M 0.03%
132,838
-25,783
169
$7.59M 0.03%
111,276
-31,565
170
$7.58M 0.03%
83,262
-14,419
171
$7.54M 0.03%
68,190
-18,045
172
$7.02M 0.03%
397,256
+48,754
173
$7.01M 0.03%
37,072
+1,871
174
$6.94M 0.03%
56,044
-15,467
175
$6.39M 0.03%
17,825
-42
5 6
7
8 9