Managers / Q1 2022 · view latest →
Certified Advisory Corp
CIK 0001731732 · 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714 · 4078699800
Reported Value
$471M
Q1 2022
Positions
305
Filings on Record
29
2019–present window
Filed
May 13, 2022
original filing
Summary
Certified Advisory Corp reported $471M in U.S.-listed holdings across 305 positions for Q1 2022.
Its largest position, IAGG, represents 5.6% of the portfolio.
Compared with Q4 2021, the fund opened 51 new positions and exited 19.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.1B | 318 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 317 | Jan 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 315 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $962M | 303 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $883M | 295 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $921M | 297 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $903M | 297 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $797M | 288 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $717M | 266 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $659M | 264 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $544M | 343 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $544M | 310 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $563M | 333 | May 17, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2022 | $506.0B | 263 | Feb 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $438M | 242 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $449M | 266 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $471M | 305 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $453M | 246 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $412M | 273 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $398M | 235 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $386M | 862 | May 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $302M | 843 | Jul 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $253M | 860 | Apr 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $313M | 892 | Jan 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $288M | 862 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $269M | 870 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $238M | 809 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $193M | 815 | Feb 4, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- ZACKS INVESTMENT MANAGEMENT028-04587
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.