Certified Advisory Corp

Q1 2021 13F Combination Report, Stock Holdings

Signature - Title
Barry Smith - Compliance Manager
Location
Altamonte Springs, FL
Holdings as of
31 Mar 2021
Value $
$386M
Num holdings
784
Filing time
10 May 2021, 15:34:30 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IAGG, IVV, VUG, RSPS, and AAPL.
Previous filing
Q2 2020 - 27 Jul 2020
Next filing
Q2 2021 - 16 Aug 2021
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Barry Smith Compliance Manager Altamonte Springs, Florida 10 May 2021

List of Other Managers Reporting for Certified Advisory Corp:

Name Holdings Value Location File Number
ZACKS INVESTMENT MANAGEMENT $12.6B Chicago, IL 028-04587

Other Included Managers (1):

Num Name Location File Number
1 ZACKS INVESTMENT MANAGEMENT Chicago, IL 028-04587