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
176
$8.81M 0.04%
39,063
+16,488
177
$8.72M 0.04%
365,701
+42,312
178
$8.71M 0.04%
44,359
+1,110
179
$8.04M 0.03%
174,685
+3,067
180
$7.32M 0.03%
40,145
+891
181
$7M 0.03%
35,201
-455
182
$6.65M 0.03%
348,502
+97,766
183
$6.61M 0.03%
66,298
+1,347
184
$6.6M 0.03%
17,867
-158
185
$6.11M 0.03%
20,461
+2,832
186
$5.28M 0.02%
12,960
+328
187
$4.85M 0.02%
20,410
+259
188
$4.49M 0.02%
38,396
-13
189
$4.22M 0.02%
14,916
+3,603
190
$4.2M 0.02%
9,114
+1,559
191
$4.18M 0.02%
42,723
-4,415
192
$3.52M 0.02%
21,679
-14
193
$3.37M 0.01%
65,149
-801
194
$3.27M 0.01%
66,395
+1,018
195
$3.26M 0.01%
37,570
-1,200
196
$3.23M 0.01%
28,370
+987
197
$3.16M 0.01%
7,148
+779
198
$3.14M 0.01%
6,844
-1,083
199
$3.1M 0.01%
45,940
-1,321
200
$2.89M 0.01%
20,361
+1,581
6 7
8
9 10