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Advance Capital Management, Inc.13F | |
Advance Capital Management, Inc. | |
Last update 2025-04-09 | 162 Stocks (17 new) |
Value $2.09 Bil | Turnover 12 % |
Advance Capital Management, In... Top Holdings of 2025-03-31
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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
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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)
Advance Capital Management, Inc.'s Asset Allocation
Advance Capital Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Advance Capital Management, Inc.'s Hypothetical Growth since 2025-03-31
Advance Capital Management, Inc.'s Yearly Returns
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Advance Capital Management, Inc.'s Holdings Heat Map
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