AC

Advance Capital Management, Inc.

13F
Advance Capital Management, Inc.
Last update 2025-04-09 162 Stocks (17 new)
Value $2.09 Bil Turnover 12 %
Countries:
Top Holdings: SPLG(32.21%)CGDV(21.73%)CGCB(13.55%)JAAA(7.15%)CGBL(3.22%)
Summary Stock Picks Current Portfolio
Advance Capital Management, In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
10,239,963
673,379.9
-16.25%
32.210
-6.27%
1.130
+25.43%
+6.62%
72,202.5
 
CGDV
Capital Group Dividend Value ETF
12,746,076
454,270.1
+17.73%
21.730
+3.27%
2.880
+26.08%
+14.52%
18,733.6
 
CGCB
Capital Group Core Bond ETF
10,778,123
283,249.1
-35.07%
13.550
-6.87%
14.140
+1.11%
+3.11%
2,445.3
 
JAAA
Janus Henderson AAA CLO ETF
2,949,200
149,553.9
+49.59%
7.150
+2.37%
0.700
+2.23%
+2.49%
21,694.4
 
CGBL
Capital Group Core Balanced ETF
2,176,576
67,430.3
+0.74%
3.220
+0.02%
3.480
+17.36%
+7.96%
2,513.1
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
1,892,825
49,875.9
New Holding
2.390
+2.39%
1.220
+3.44%
+4.35%
5,784.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,380,697
34,572.7
-21.33%
1.650
-0.48%
0.100
+31.22%
+4.96%
44,234.8
 
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
654,308
29,574.7
+78.79%
1.410
+0.62%
0.570
+1.34%
+3.47%
5,488.3
 
SPY
SPDR S&P 500 ETF Trust
51,429
28,768.9
-5.38%
1.380
-0.08%
0.010
+25.43%
+6.58%
638,596.8
 
CGGR
Capital Group Growth ETF
794,795
27,221.7
+106.95%
1.300
+0.67%
0.240
+32.95%
+9.20%
13,311.9
 

Advance Capital Management, Inc.'s Historical Top Holdings Breakdowns

Advance Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGCB
Capital Group Core Bond ETF
2025-03-31
Reduce
Reduce
-6.87%
●
25.45 ($26.02) 26.41
$26.07
0.19%
Reduce -35.07%
10,778,123
-5,821,967
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-6.27%
●
64.88 ($69.16) 72.1
$73.05
5.62%
Reduce -16.25%
10,239,963
-1,986,458
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+3.27%
●
34.95 ($36.32) 37.36
$40.13
10.48%
Add 17.73%
12,746,076
1,919,506
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
New Buy
New Buy
+2.39%
●
25.77 ($26.17) 26.48
$26.30
0.48%
New holding
1,892,825
1,892,825
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+2.37%
●
50.48 ($50.78) 51.04
$50.60
-0.34%
Add 49.59%
2,949,200
977,631
CGGR
Capital Group Growth ETF
2025-03-31
Add
Add
+0.67%
●
33.98 ($37.42) 39.84
$40.59
8.47%
Add 106.95%
794,795
410,736
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
2025-03-31
Add
Add
+0.62%
●
43.53 ($44.61) 45.42
$44.56
-0.12%
Add 78.79%
654,308
288,337
GLTR
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
2025-03-31
Add
Add
+0.51%
●
111.19 ($119.99) 129.47
$138.21
15.18%
Add 2486.13%
85,575
82,266
FEGE
First Eagle Global Equity ETF
2025-03-31
New Buy
New Buy
+0.50%
●
34.68 ($36.93) 38.1
$40.46
9.56%
New holding
279,568
279,568
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.48%
●
24.91 ($27.39) 29.02
$29.20
6.59%
Reduce -21.33%
1,380,697
-374,327

Advance Capital Management, Inc. Total Holding History ($B)

To

Advance Capital Management, Inc.'s Asset Allocation

To

Advance Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Advance Capital Management, Inc.'s Hypothetical Growth since 2025-03-31

Advance Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Advance Capital Management, Inc.'s Holdings Heat Map

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Advance Capital Management, Inc.'s Holdings Bubble Chart

Advance Capital Management, Inc. News

  • 1

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