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Investment Centers of America, Inc.




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ETF Holdings

Name Assets
Vanguard Value Index Fund $24,113,000
Vanguard Tax-Managed International Fund $23,663,000
Vanguard Growth Index Fund $23,375,000
SPDR S&P Dividend ETF $17,619,000
Vanguard Short-Term Bond Index Fund $16,084,000
Vanguard Total International Bond Index Fund $12,989,000
iShares Core US Aggregate Bond ETF $10,303,000
iShares Russell 1000 Growth ETF $9,649,000
Vanguard REIT Index Fund $9,157,000
Vanguard Small-Cap Index Fund $9,011,000
iShares S&P 500 Growth ETF $8,130,000
Vanguard Long-Term Bond Index Fund $7,493,000
iShares US Preferred Stock ETF $7,213,000
iShares Core MSCI EAFE ETF $7,073,000
Vanguard Emerging Markets Stock Index Fund $6,722,000
Vanguard Intermediate-Term Bond Index Fund $6,224,000
iShares Russell 2000 ETF $6,126,000
Vanguard Mortgage-Backed Securities Index Fund $5,979,000
Vanguard Dividend Appreciation Index Fund $5,956,000
iShares S&P 500 Value ETF $5,936,000
iShares iBoxx $ High Yield Corporate Bond ETF $5,919,000
Vanguard Total Stock Market Index Fund $5,530,000
iShares Russell 1000 Value ETF $5,398,000
iShares MSCI EAFE ETF $4,974,000
SPDR S&P 500 ETF Trust $4,709,000
iShares Core S&P 500 ETF $4,638,000
iShares Core S&P Mid-Cap ETF $4,630,000
ProShares UltraPro QQQ $4,556,000
iShares Core S&P Small-Cap ETF $4,299,000
iShares Edge MSCI Min Vol EAFE ETF $3,790,000
Vanguard High Dividend Yield Index Fund $3,756,000
iShares Russell Mid-Cap ETF $3,654,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $3,523,000
First Trust Value Line Dividend Index Fund $2,922,000
Vanguard Mid-Cap Index Fund $2,901,000
iShares TIPS Bond ETF $2,749,000
Vanguard Small-Cap Value Index Fund $2,694,000
iShares International Select Dividend ETF $2,400,000
iShares Select Dividend ETF $2,367,000
First Trust Dorsey Wright Focus 5 ETF $2,350,000
Guggenheim S&P 500 Equal Weight ETF $2,218,000
Financial Select Sector SPDR Fund $2,199,000
JPMorgan Alerian MLP Index Exchange Traded Notes $2,025,000
First Trust Morningstar Dividend Leaders Index Fund $1,972,000
SPDR Dow Jones Industrial Average ETF Trust $1,953,000
Health Care Select Sector SPDR Fund $1,901,000
Schwab US Small-Cap ETF $1,893,000
Vanguard Financials Index Fund $1,792,000
Alerian MLP ETF $1,694,000
PowerShares Financial Preferred Portfolio $1,641,000
Industrial Select Sector SPDR Fund $1,624,000
Vanguard Total International Stock Index Fund $1,585,000
SPDR Gold Shares $1,559,000
iShares Core MSCI Emerging Markets ETF $1,474,000
iShares JPMorgan USD Emerging Markets Bond ETF $1,342,000
iShares Nasdaq Biotechnology ETF $1,284,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $1,271,000
First Trust Large Cap Core AlphaDEX Fund $1,253,000
WisdomTree Dividend ex-Financials Fund $1,211,000
iShares Edge MSCI Min Vol USA ETF $1,211,000
Energy Select Sector SPDR Fund $1,185,000
iShares US Utilities ETF $1,182,000
iShares US Pharmaceuticals ETF $1,171,000
Vanguard 500 Index Fund $1,124,000
WisdomTree MidCap Earnings Fund $1,106,000
PIMCO Total Return Active Exchange-Traded Fund $1,088,000
Vanguard European Stock Index Fund $1,081,000
Consumer Discretionary Select Sector SPDR Fund $1,055,000
iShares MSCI Emerging Markets ETF $1,041,000
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF $1,037,000
iShares Edge MSCI Min Vol Emerging Markets ETF $1,001,000
Vanguard Energy Index Fund $961,000
Vanguard Total Bond Market Index Fund $944,000
PowerShares International Dividend Achievers Portfolio $940,000
Vanguard Information Technology Index Fund $919,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $880,000
Vanguard Consumer Discretionary Index Fund $872,000
First Trust Large Cap Value AlphaDEX Fund $859,000
iShares US Technology ETF $841,000
Technology Select Sector SPDR Fund $809,000
iShares MBS ETF $779,000
Global X SuperDividend US ETF $778,000
WisdomTree Europe Hedged Equity Fund $777,000
iShares US Consumer Services ETF $772,000
iShares Core MSCI Pacific ETF $758,000
VanEck Vectors Preferred Securities ex Financials ETF $745,000
Vanguard Mid-Cap Value Index Fund $738,000
Vanguard Large-Cap Index Fund $737,000
Vanguard FTSE All-World ex US Index Fund $734,000
iShares Core High Dividend ETF $709,000
Utilities Select Sector SPDR Fund $708,000
iShares US Energy ETF $699,000
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $698,000
SPDR Bloomberg Barclays Convertible Securities ETF $618,000
Vanguard Mid-Cap Growth Index Fund $604,000
PowerShares Senior Loan Portfolio $602,000
Vanguard Total World Stock Index Fund $601,000
SPDR S&P MidCap 400 ETF $600,000
First Trust Multi-Asset Diversified Income Index Fund $578,000
Vanguard Health Care Index Fund $562,000
WisdomTree International High Dividend Fund $560,000
WisdomTree MidCap Dividend Fund $496,000
Vanguard S&P Mid-Cap 400 Index Fund $490,000
VanEck Vectors High-Yield Municipal Index ETF $472,000
iShares Russell Mid-Cap Growth ETF $470,000
Vanguard Consumer Staples Index Fund $457,000
ProShares Short Russell2000 $440,000
iShares Transportation Average ETF $439,000
First Trust Dorsey Wright International Focus 5 ETF $429,000
SPDR Bloomberg Barclays High Yield Bond ETF $419,000
SPDR Nuveen Bloomberg Barclays Municipal Bond ETF $407,000
Guggenheim BulletShares 2018 High Yield Corporate Bond ETF $398,000
PowerShares FTSE RAFI US 1000 Portfolio $391,000
Vanguard Utilities Index Fund $389,000
iShares Russell 1000 ETF $383,000
First Trust Mid Cap Core AlphaDEX Fund $372,000
PowerShares Preferred Portfolio $369,000
iShares S&P Small-Cap 600 Growth ETF $366,000
iShares S&P Mid-Cap 400 Value ETF $358,000
iShares Russell 2000 Value ETF $356,000
Guggenheim BulletShares 2019 High Yield Corporate Bond ETF $344,000
Guggenheim S&P MidCap 400 Pure Growth ETF $311,000
Guggenheim Defensive Equity ETF $311,000
Materials Select Sector SPDR Fund $303,000
iShares Dow Jones US ETF $293,000
iShares 1-3 Year Treasury Bond ETF $284,000
First Trust Preferred Securities and Income ETF $284,000
Guggenheim S&P 500 Equal Weight Utilities ETF $281,000
Vanguard Telecommunication Services Index Fund $279,000
PowerShares DB Agriculture Fund $269,000
PowerShares National AMT-Free Municipal Bond Portfolio $268,000
First Trust Health Care AlphaDEX Fund $266,000
Powershares S&P 500 Low Volatility Portfolio $263,000
Vanguard Small-Cap Growth Index Fund $260,000
iShares S&P Small-Cap 600 Value ETF $258,000
First Trust Europe AlphaDEX Fund $253,000
iShares S&P Mid-Cap 400 Growth ETF $248,000
Consumer Staples Select Sector SPDR Fund $242,000
SPDR S&P Regional Banking ETF $238,000
iShares Silver Trust $238,000
SPDR Dow Jones Global Real Estate ETF $234,000
iShares Core S&P US Value ETF $231,000
EGShares Emerging Markets Consumer ETF $229,000
PowerShares Build America Bond Portfolio $228,000
PowerShares Buyback Achievers Portfolio $226,000
iShares North American Tech ETF $220,000
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF $217,000
Guggenheim S&P 500 Equal Weight Energy ETF $217,000
First Trust Large Cap Growth AlphaDEX Fund $209,000
PowerShares DWA Emerging Markets Momentum Portfolio $171,000
VanEck Vectors BDC Income ETF $170,000
iShares Gold Trust $133,000
United States Oil Fund, LP $128,000
PowerShares Global Listed Private Equity Portfolio $106,000
iShares Mortgage Real Estate Capped ETF $102,000
Market Vectors High Income MLP ETF $55,000



    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
    Daniel Jon Taylor
    February 2007
    Maria Jean Lindsley
    January 2016
    Christopher Neal Yandell
    February 2005
    Martin Bradley Perlmutter
    December 2015
    Henry Martin Lake
    December 2013

      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 -- --
      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
      Sii Investments, Inc. Dual Registrant $0



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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Patricia Ann Mccallop Nph And Ica Svp & Chief Compliance Officer June, 2018 less than 5%
        Steven Howard Dowden President And Ceo Of Nph February, 2018 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%
        Gerry A Gunderson Nph General Counsel & Svp Regulatory Affairs July, 2006 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%
        Vanessa Marie Rodriguez Lambrechts Vp, Finop & Controller April, 2013 less than 5%
        James Anthony Komoszewski President/Ceo/Director May, 2016 less than 5%
        James Peter Miller Nph Svp Operations February, 2007 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Other