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ETF Holdings

Name Assets
Vanguard Value Index Fund $34,124,000
Vanguard Tax-Managed International Fund $33,089,000
Vanguard Growth Index Fund $30,975,000
Vanguard Short-Term Bond Index Fund $29,264,000
Vanguard Total International Bond Index Fund $24,435,000
Vanguard Intermediate-Term Bond Index Fund $17,347,000
iShares Core US Aggregate Bond ETF $14,434,000
Vanguard Long-Term Bond Index Fund $13,584,000
iShares S&P 500 Growth ETF $12,976,000
Vanguard Mortgage-Backed Securities Index Fund $12,091,000
Vanguard Total Stock Market Index Fund $10,380,000
Vanguard Small-Cap Index Fund $10,327,000
iShares S&P 500 Value ETF $10,213,000
iShares Core MSCI EAFE ETF $9,894,000
Vanguard Emerging Markets Stock Index Fund $8,143,000
ProShares UltraPro QQQ $6,940,000
iShares Core S&P Mid-Cap ETF $6,537,000
iShares Core S&P 500 ETF $6,416,000
iShares Nasdaq Biotechnology ETF $6,344,000
iShares Russell 1000 Growth ETF $6,168,000
Vanguard Health Care Index Fund $5,926,000
Schwab US Large-Cap ETF $5,325,000
iShares Russell 1000 Value ETF $5,081,000
iShares MSCI EAFE ETF $5,005,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $5,001,000
iShares Core S&P Small-Cap ETF $4,897,000
iShares Russell Mid-Cap ETF $4,672,000
Vanguard High Dividend Yield Index Fund $4,671,000
iShares Russell 2000 ETF $4,558,000
Schwab US Mid-Cap ETF $4,219,000
Vanguard 500 Index Fund $3,827,000
SPDR Gold Shares $3,751,000
iShares iBoxx $ High Yield Corporate Bond ETF $3,672,000
Schwab US Small-Cap ETF $3,537,000
First Trust Consumer Staples AlphaDEX Fund $3,518,000
SPDR S&P 500 ETF Trust $3,217,000
Vanguard REIT Index Fund $2,911,000
iShares TIPS Bond ETF $2,903,000
Vanguard Extended Market Index Fund $2,783,000
Vanguard Dividend Appreciation Index Fund $2,776,000
iShares Cohen & Steers REIT ETF $2,315,000
Vanguard Mid-Cap Index Fund $2,215,000
First Trust Health Care AlphaDEX Fund $2,013,000
iShares MSCI Emerging Markets ETF $1,990,000
WisdomTree High Dividend Fund $1,911,000
iShares JPMorgan USD Emerging Markets Bond ETF $1,892,000
Guggenheim BulletShares 2018 High Yield Corporate Bond ETF $1,880,000
SPDR S&P Dividend ETF $1,844,000
iShares Core MSCI Emerging Markets ETF $1,817,000
WisdomTree Dividend ex-Financials Fund $1,524,000
First Trust Consumer Discretionary AlphaDEX Fund $1,412,000
iShares 1-3 Year Treasury Bond ETF $1,410,000
iShares US Pharmaceuticals ETF $1,317,000
PowerShares Global Listed Private Equity Portfolio $1,213,000
Vanguard European Stock Index Fund $1,200,000
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio $1,166,000
Financial Select Sector SPDR Fund $1,147,000
Guggenheim S&P MidCap 400 Pure Growth ETF $1,143,000
First Trust NYSE Arca Biotechnology Index Fund $1,038,000
First Trust Dorsey Wright Focus 5 ETF $1,036,000
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF $1,032,000
iShares Dow Jones US ETF $1,023,000
iShares International Select Dividend ETF $1,002,000
SPDR Bloomberg Barclays High Yield Bond ETF $943,000
Vanguard Total Bond Market Index Fund $916,000
iShares US Utilities ETF $910,000
Energy Select Sector SPDR Fund $877,000
Vanguard Consumer Staples Index Fund $868,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $827,000
Health Care Select Sector SPDR Fund $821,000
iShares Short Maturity Bond ETF $816,000
iShares Russell Mid-Cap Value ETF $804,000
Utilities Select Sector SPDR Fund $734,000
iShares US Preferred Stock ETF $713,000
Vanguard Small-Cap Growth Index Fund $709,000
iShares US Home Construction ETF $706,000
iShares Gold Trust $687,000
iShares MBS ETF $664,000
First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund $641,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $622,000
iShares Core MSCI Pacific ETF $620,000
iShares US Healthcare ETF $613,000
PowerShares FTSE RAFI US 1000 Portfolio $608,000
First Trust Multi-Asset Diversified Income Index Fund $555,000
Guggenheim S&P 500 Equal Weight ETF $533,000
Vanguard Consumer Discretionary Index Fund $516,000
First Trust Dow Jones Global Select Dividend Index Fund $510,000
Vanguard Utilities Index Fund $510,000
VanEck Vectors Junior Gold Miners ETF $503,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $477,000
Alerian MLP ETF $464,000
Vanguard Small-Cap Value Index Fund $458,000
WisdomTree Europe Hedged Equity Fund $454,000
Vanguard Pacific Stock Index Fund $435,000
iShares US Healthcare Providers ETF $433,000
iShares Russell Mid-Cap Growth ETF $426,000
Vanguard Energy Index Fund $413,000
iShares S&P Small-Cap 600 Value ETF $395,000
ProShares Ultra Financials $390,000
Technology Select Sector SPDR Fund $389,000
First Trust NASDAQ-100 Equal Weighted Index Fund $383,000
iShares Select Dividend ETF $365,000
SPDR Dow Jones Global Real Estate ETF $358,000
iShares S&P Mid-Cap 400 Value ETF $354,000
Vanguard Financials Index Fund $354,000
PowerShares Dynamic Large Cap Growth Portfolio $350,000
Alps Sector Dividend Dogs ETF $335,000
Vanguard Short-Term Corporate Bond Index Fund $330,000
PowerShares DB US Dollar Index Bullish Fund $327,000
PowerShares Preferred Portfolio $310,000
Vanguard Long-Term Corporate Bond Index Fund $298,000
iShares US Financials ETF $294,000
iShares Silver Trust $268,000
iShares 0-5 Year High Yield Corporate Bond ETF $260,000
iShares S&P Mid-Cap 400 Growth ETF $260,000
First Trust Morningstar Dividend Leaders Index Fund $259,000
SPDR Dow Jones Industrial Average ETF Trust $254,000
PowerShares Dynamic Pharmaceuticals Portfolio $250,000
iShares 3-7 Year Treasury Bond ETF $249,000
PowerShares S&P 500 High Dividend Low Volatility Portfolio $248,000
iShares Morningstar Large-Cap Growth ETF $248,000
iShares Russell 1000 ETF $245,000
PowerShares Senior Loan Portfolio $242,000
VanEck Vectors Gold Miners ETF $235,000
First Trust Developed Markets Ex-US AlphaDEX Fund $230,000
First Trust Value Line Dividend Index Fund $223,000
Vanguard Total International Stock Index Fund $223,000
iShares Global Healthcare ETF $213,000
iShares Global Telecom ETF $210,000
Vanguard Total World Stock Index Fund $210,000
PowerShares DB Commodity Index Tracking Fund $196,000
Sprott Gold Miners ETF $187,000
iShares S&P GSCI Commodity-Indexed Trust $155,000
iPath Exchange Traded Notes S&P GSCI Crude Oil Total Return Index Medium-Term Notes Series A $65,000



    Last updated on June 5, 2019
      • N/A
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • N/A
      • N/A
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Martin Bradley Perlmutter
    December 2015
    Maura Kathryn Collins
    March 2004
    Tom Vincent Brattain
    October 2003
    Lloyd Hermes
    October 2015
    Eric Preston Fenton
    November 2003

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      First Dakota, Inc -- --
      Invest Financial Corporation -- --
      Invest Financial Corporation Insurance Agency Inc. of Delaware -- --
      Invest Financial Corporation Insurance Agency Inc. of Illinois -- --
      Investment Centers of America, Inc. Dual Registrant $0
      Jackson National Asset Management, LLC IAR $31,615,941,873
      Jackson National Life Distributors LLC Broker-Dealer --
      Jackson National Life Insurance Company -- --
      Jackson National Life Insurance Company of New York -- --
      National Planning Corporation ("Npc of America" In Fl & Ny) Dual Registrant $0
      Ppm America Inc IAR $108,404,150,918



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Steven Howard Dowden President And Ceo Of Nph February, 2018 less than 5%
        Dawn Marie Kalinowski Svp, Coo November, 2004 less than 5%
        Maura Kathryn Collins Svp/Cfo National Planning Holdings March, 2004 less than 5%
        Gerry A Gunderson Nph General Counsel & Svp Of Regulatory Affairs July, 2006 less than 5%
        Vanessa Marie Rodriguez Lambrechts Vp, Finop & Controller April, 2013 less than 5%
        Todd Michael Kinart Sii President & Ceo/Director February, 2007 less than 5%
        Bradley Olan Harris Director February, 2017 less than 5%
        Caren Leslie Coleman Vp, Nph Product And Sponsor Relations January, 2010 less than 5%
        James Peter Miller Nph Svp Operations February, 2007 less than 5%
        Patricia Ann Mccallop Nph And Sii Svp & Chief Compliance Officer June, 2018 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Other