Advance Capital Management, Inc. - Portfolio overview

Advance Capital Management, Inc. has 201 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 18.34%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 13.38%
3. CGBL - CAPITAL GROUP CORE BALANCED, 12.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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