CERTIFIED ADVISORY CORP

HTTP://WWW.APGPLANNING.COM ALTAMONTE SPRINGS, FL Investment Advisor How do I update this listing?

Certified Advisory Corp is based out of Altamonte Springs. Certified Advisory Corp is a large advisory firm with 1942 clients and discretionary assets under management (AUM) of $1,511,078,000 (Form ADV from 2019-06-01). Their last reported 13F filing for Q2 2020 included $302,324,000 in managed 13F securities and a top 10 holdings concentration of 32.0%. Certified Advisory Corp's largest holding is iShares Core International Aggregate Bond ETF with shares held of 403,402. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $302.324 Million
  • Prior Market Value $253.007 Million
  • New Purchases44 stocks
  • Additional Purchases308 stocks
  • Sold out of59 stocks
  • Reduced holdings in123 stocks
  • Top 10 Holdings % 32.00 %
  • Turnover % [1]:13.05%
  • Turnover Alt % [2]: 12.96 %
  • Time Held Top20:6.40 quarters
  • Time Held Top10:6.10 quarters
  • Time Held All:7.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.12%
Performance Last 4 Quarters: -3.85%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
ZACKS INVESTMENT MANAGEMENT

View Last Form Adv Compilation Report on Record

CERTIFIED ADVISORY CORP
1111 DOUGLAS AVENUE
ALTAMONTE SPRINGS FL    32714-2033
Country: United States

Business Phone: 407-869-9800
Fax: 407-869-9700
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 35
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,SOLICITATION FEES
Amount of client funds and securities: 330,284,000
Total Number of Clients: 1942
Amount of client funds and securities by related persons: 304,793,000
Total Number of clients from related persons: 67
Disclosures:
Data above was derived from SEC filings.

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CERTIFIED ADVISORY CORP

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
BERT, JOSEPH, FRANK CHAIRMAN 03/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK PRESIDENT 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK CHIEF COMPLIANCE OFFICER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01

CERTIFIED ADVISORY CORP

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

CERTIFIED ADVISORY CORP

ownership team - last updated 2019-07-09
Name Title Start Date Direct/Indirect % Ownership
BERT, JOSEPH, FRANK CHAIRMAN 03/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK PRESIDENT 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK CHIEF COMPLIANCE OFFICER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01

CERTIFIED ADVISORY CORP

ownership team - last updated 2019-06-25
Name Title Start Date Direct/Indirect % Ownership
BERT, JOSEPH, FRANK CHAIRMAN 03/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK PRESIDENT 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK CHIEF COMPLIANCE OFFICER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01

CERTIFIED ADVISORY CORP

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
BERT, JOSEPH, FRANK CHAIRMAN 03/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK PRESIDENT 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK CHIEF COMPLIANCE OFFICER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01

CERTIFIED ADVISORY CORP

ownership team - last updated 2018-11-14
Name Title Start Date Direct/Indirect % Ownership
BERT, JOSEPH, FRANK CHAIRMAN 03/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK PRESIDENT 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK CHIEF COMPLIANCE OFFICER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01

CERTIFIED ADVISORY CORP

ownership team - last updated 2018-04-16
Name Title Start Date Direct/Indirect % Ownership
BERT, JOSEPH, FRANK CHAIRMAN 03/01/1994 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK PRESIDENT 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01
BERT, JOSEPH, FRANK CHIEF COMPLIANCE OFFICER 09/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CERTIFIED ADVISORY CORP. CHAIRMAN direct 1994-03-01
CERTIFIED ADVISORY CORP PRESIDENT direct 2010-01-01
CERTIFIED ADVISORY CORP CHIEF COMPLIANCE OFFICER direct 2017-09-01

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