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Certified Advisory Corp Portfolio holdings

AUM $1.24B
1-Year Est. Return 21.71%
This Fund
S&P 500
This Quarter Est. Return
+16.62%
1 Year Est. Return
+21.71%
3 Year Est. Return
+58.15%
5 Year Est. Return
+61.25%
10 Year Est. Return
AUM
$302M
AUM Growth
+$49.3M
Cap. Flow
+$9.56M
Cap. Flow %
3.16%
Top 10 Hldgs %
32%
Holding
843
New
44
Increased
307
Reduced
123
Closed
59

Sector Composition

Rank Sector Weight
1 Miscellaneous 73.62%
2 Technology 5.87%
3 Financials 4.78%
4 Healthcare 3.38%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GPRO icon
776
GoPro
GPRO
$111M
$0 ﹤0.01%
10
GRWG icon
777
GrowGeneration
GRWG
$95.5M
-216
Closed -$1K
GTX icon
778
Garrett Motion
GTX
$4.97B
$0 ﹤0.01%
12
ICVT icon
779
iShares Convertible Bond ETF
ICVT
$7.64B
-562
Closed -$31K
IGF icon
780
iShares Global Infrastructure ETF
IGF
$10.4B
-1,650
Closed -$56K
IIPR icon
781
Innovative Industrial Properties
IIPR
$1.55B
-161
Closed -$12K
IRM icon
782
Iron Mountain
IRM
$35B
-500
Closed -$12K
JD icon
783
JD.com
JD
$38.8B
$0 ﹤0.01%
6
JKHY icon
784
Jack Henry & Associates
JKHY
$12.1B
$0 ﹤0.01%
1
KOMP icon
785
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.67B
-618
Closed -$18K
KRE icon
786
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
-2,006
Closed -$65K
KTB icon
787
Kontoor Brands
KTB
$4.21B
-68
Closed -$1K
LAMR icon
788
Lamar Advertising Co
LAMR
$15.3B
-70
Closed -$4K
LTC
789
LTC Properties
LTC
$2.19B
-415
Closed -$13K
LUMN icon
790
Lumen
LUMN
$6.23B
$0 ﹤0.01%
6
MDYG icon
791
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.87B
-175
Closed -$7K
MNKD icon
792
MannKind Corp
MNKD
$1.27B
$0 ﹤0.01%
100
NANR icon
793
State Street SPDR S&P North American Natural Resources ETF
NANR
$845M
-879
Closed -$19K
NEAR icon
794
iShares Short Maturity Bond ETF
NEAR
$4.96B
-22,624
Closed -$1.1M
NXTG icon
795
First Trust Indxx NextG ETF
NXTG
$562M
-1,225
Closed -$57K
OGEN icon
796
Oragenics
OGEN
$2.37M
0
PFF icon
797
iShares Preferred and Income Securities ETF
PFF
$13.1B
-1,087
Closed -$37K
PTN
798
Palatin Technologies
PTN
$18.6M
0
QSR icon
799
Restaurant Brands International
QSR
$27.3B
$0 ﹤0.01%
8
REM icon
800
iShares Mortgage Real Estate ETF
REM
$537M
-55
Closed -$1K

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Certified Advisory Corp's Q2 2020 Portfolio in Review

As of Q2 2020, Certified Advisory Corp held 843 positions worth $302M, up 19% from $253M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Certified Advisory Corp deployed $9.56M of net new capital in Q2 2020, opening 44 new positions and adding to 307 existing holdings. Its largest new stake was iShares MSCI USA Small-Cap Min Vol Factor ETF: 39,035 shares worth $1.13M.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, down from 75% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was WisdomTree US MidCap Dividend Fund, an estimated $3.49M trimmed.

  • Certified Advisory Corp's largest Q2 2020 buy was iShares MSCI USA Small-Cap Min Vol Factor ETF: 39,035 shares worth $1.13M.
  • Certified Advisory Corp added most to iShares Core International Aggregate Bond Fund in Q2 2020, an estimated $3.32M increase.
  • Certified Advisory Corp's biggest Q2 2020 reduction was WisdomTree US MidCap Dividend Fund, cutting an estimated $3.49M.
  • Certified Advisory Corp fully exited Invesco S&P 500 Equal Weight ETF in Q2 2020, selling an estimated $1.18M.
  • Certified Advisory Corp's ten largest holdings make up 32% of its $302M portfolio in Q2 2020.
  • Certified Advisory Corp opened 44 new positions and closed 59 in Q2 2020.
  • Certified Advisory Corp's portfolio value rose 19% quarter-over-quarter to $302M.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.