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
201
$2.82M 0.01%
18,933
-285
202
$2.59M 0.01%
14,887
+1,773
203
$2.5M 0.01%
21,032
-14,838
204
$2.31M 0.01%
14,060
-452
205
$2.26M 0.01%
8,222
-939
206
$2.21M 0.01%
39,395
-5,933
207
$2.21M 0.01%
6,546
208
$1.86M 0.01%
3,566
-95
209
$1.78M 0.01%
6,361
+2,299
210
$1.78M 0.01%
8,684
+148
211
$1.59M 0.01%
11,894
-26
212
$1.59M 0.01%
7,836
+517
213
$1.58M 0.01%
13,295
-4,181
214
$1.58M 0.01%
27,776
+2,201
215
$1.57M 0.01%
9,032
-769
216
$1.56M 0.01%
5,052
+1,244
217
$1.56M 0.01%
6,638
-38
218
$1.54M 0.01%
7,016
-1,083
219
$1.54M 0.01%
13,360
-13,343
220
$1.52M 0.01%
87,054
+393
221
$1.51M 0.01%
35,326
+16,996
222
$1.5M 0.01%
8,437
-547
223
$1.5M 0.01%
8,349
-423
224
$1.4M 0.01%
16,702
-109,221
225
$1.38M 0.01%
70,682
-6,269
7 8
9
10 11