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
176
$6.12M 0.03%
148,706
-25,979
177
$5.49M 0.02%
20,835
+374
178
$5.15M 0.02%
13,104
+144
179
$4.97M 0.02%
51,285
-2,683,936
180
$4.83M 0.02%
51,357
+8,634
181
$4.74M 0.02%
11,579
+2,465
182
$4.38M 0.02%
19,025
-1,385
183
$4.17M 0.02%
38,396
184
$4.05M 0.02%
27,990
-16,369
185
$4.03M 0.02%
14,785
-131
186
$3.84M 0.02%
160,695
-8,273,817
187
$3.62M 0.02%
76,030
+9,635
188
$3.46M 0.02%
64,335
-814
189
$3.42M 0.02%
24,826
+4,465
190
$3.33M 0.01%
21,456
-223
191
$3.13M 0.01%
7,536
+388
192
$2.98M 0.01%
46,298
+358
193
$2.93M 0.01%
35,320
-2,250
194
$2.92M 0.01%
28,383
+13
195
$2.74M 0.01%
5,368
-1,476
196
$2.58M 0.01%
18,017
-916
197
$2.5M 0.01%
50,155
+28,615
198
$2.48M 0.01%
6,549
+3
199
$2.18M 0.01%
14,623
-264
200
$2.16M 0.01%
20,406
-626