StockDriftsStockDriftsTop 50 Advance Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 16.43% | 10.19M | $433.6M | +1.40%(+140.80K) | $33.77(+41.53%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 15.61% | 11.97M | $412.0M | +27.58%(+2.59M) | $33.16(+12.68%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 15.28% | 5.27M | $403.3M | -14.94%(-925.71K) | $56.15(+55.61%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 10.91% | 3.72M | $288.0M | +13.14%(+432.35K) | $78.09(-1.43%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 7.06% | 7.11M | $186.3M | +44.69%(+2.20M) | $26.47(-0.50%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.57% | 1.73M | $147.0M | +1709.53%(+1.64M) | $82.89(+10.23%) | 2026-03-31 | |
| SMLF | ISHARES TR | 4.42% | 1.55M | $116.7M | new | $75.04(+10.40%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.36% | 2.86M | $114.9M | +239.48%(+2.02M) | $39.89(+16.16%) | 2026-03-31 | |
| JMBS | JANUS DETROIT STR TR | 3.02% | 1.76M | $79.6M | +12596.31%(+1.75M) | $45.43(-0.67%) | 2026-03-31 | |
| FEGE | RBB FUND TRUST | 2.59% | 1.45M | $68.4M | +116.95%(+784.01K) | $43.57(+14.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.19% | +37.46% |
| Top 20 Holdings Unweighted | +11.30% | +37.87% |
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