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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
+3%
1 Year Est. Return
+21.71%
3 Year Est. Return
+58.15%
5 Year Est. Return
+61.25%
10 Year Est. Return
AUM
$269M
AUM Growth
+$30.9M
Cap. Flow
+$23.8M
Cap. Flow %
8.85%
Top 10 Hldgs %
31.94%
Holding
863
New
102
Increased
283
Reduced
138
Closed
47

Sector Composition

Rank Sector Weight
1 Miscellaneous 70.96%
2 Financials 5.15%
3 Technology 4.86%
4 Healthcare 3.42%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PDP icon
826
Invesco Dorsey Wright Momentum ETF
PDP
$1.45B
-100
Closed -$6K
REZI icon
827
Resideo Technologies
REZI
$2.98B
$0 ﹤0.01%
8
-5
-38% -$106
SDOG icon
828
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
-201
Closed -$9K
SITC icon
829
SITE Centers
SITC
$157M
-21
Closed
SJM icon
830
J.M. Smucker
SJM
$14.1B
-102
Closed -$12K
STT icon
831
State Street
STT
$53.1B
-250
Closed -$16K
SWBI icon
832
Smith & Wesson
SWBI
$573M
-52
Closed
SYY icon
833
Sysco
SYY
$39.3B
-55
Closed -$4K
TAP icon
834
Molson Coors Class B
TAP
$7.73B
$0 ﹤0.01%
4
TWI icon
835
Titan International
TWI
$453M
$0 ﹤0.01%
25
VAC icon
836
Marriott Vacations Worldwide
VAC
$3.79B
$0 ﹤0.01%
1
VCIT icon
837
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$0 ﹤0.01%
2
-247
-99% -$21.6K
VIXY icon
838
ProShares VIX Short-Term Futures ETF
VIXY
$216M
0
VNQI icon
839
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
-26
Closed -$2K
XLB icon
840
State Street Materials Select Sector SPDR ETF
XLB
$8.81B
$0 ﹤0.01%
2
-266
-99% -$7.5K
GAP
841
The Gap Inc
GAP
$8.45B
$0 ﹤0.01%
8
TVRD
842
Tvardi Therapeutics
TVRD
$24.3M
-17
Closed -$12K
VGR
843
DELISTED
Vector Group Ltd.
VGR
$0 ﹤0.01%
10
PXD
844
DELISTED
Pioneer Natural Resource Co.
PXD
-30
Closed -$5K
NS
845
DELISTED
NuStar Energy L.P.
NS
-79
Closed -$2K
CTXS
846
DELISTED
Citrix Systems Inc
CTXS
-83
Closed -$8K
WBT
847
DELISTED
Welbilt, Inc.
WBT
-850
Closed -$14K
RVI
848
DELISTED
Retail Value Inc. Common Shares
RVI
-11
Closed
RDS.B
849
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
-58
Closed -$4K
NNA
850
DELISTED
Navios Maritime Acquisition Corporation
NNA
$0 ﹤0.01%
32
+2
+7% +$14

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Certified Advisory Corp's Q2 2019 Portfolio in Review

As of Q2 2019, Certified Advisory Corp held 863 positions worth $269M, up 13% from $238M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Certified Advisory Corp deployed $23.8M of net new capital in Q2 2019, opening 102 new positions and adding to 283 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 26,938 shares worth $1.54M.

By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, up from 68% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was iShares S&P Mid-Cap 400 Growth ETF, an estimated $1.76M trimmed.

  • Certified Advisory Corp's largest Q2 2019 buy was Vanguard Total International Bond ETF: 26,938 shares worth $1.54M.
  • Certified Advisory Corp added most to Vanguard Materials ETF in Q2 2019, an estimated $2.71M increase.
  • Certified Advisory Corp's biggest Q2 2019 reduction was iShares S&P Mid-Cap 400 Growth ETF, cutting an estimated $1.76M.
  • Certified Advisory Corp fully exited iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2019, selling an estimated $241K.
  • Certified Advisory Corp's ten largest holdings make up 32% of its $269M portfolio in Q2 2019.
  • Certified Advisory Corp opened 102 new positions and closed 47 in Q2 2019.
  • Certified Advisory Corp's portfolio value rose 13% quarter-over-quarter to $269M.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.