INVESTMENT CENTERS OF Overview

Investment Centers Of America Inc is an investment advisor that manages 2.6 BN dollars in regulatory AUM and has 497 employees, of which 329 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 965MM in positions, representing 37% of the manager's regulatory AUM.

INVESTMENT CENTERS OF StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

INVESTMENT CENTERS OF Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEA 3.32% ETF -3.1% -0.18% 0 8%
VTV 2.94% ETF 5.57% 0.1% 0 2%
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INVESTMENT CENTERS OF Founders and Key Employees

Name Title In Position Since
Gregory Craig Gunderson President & Ceo/Director July-2006
Janice Lynn Herman Vp Compliance/Rosfp August-2008
Thomas John Meyer Secretary May-2013
Maura Kathryn Collins Cfo March-2004
Jon Patrick Desmidt Muni Principal/Avp Investment Advisory June-2008
Dawn Marie Kalinowski Fvp Operations November-2004
David Andrew Loasby Svp, Chief Compliance Officer July-2005
Gerry A Gunderson Nph Svp General Counsel/Director May-2013
James Peter Miller Nph Svp Operations February-2007
Daniel Stuart Weiss Vp Due Diligence May-2011
Vanessa Marie Rodriguez Lambrechts Finop April-2013
Caren Leslie Coleman Vp, Nph Product & Sponsor Relations January-2010
Allan Reyes Avena Vp, Advisory Services January-2011
James Loyd Jr Livingston Nph President & Ceo January-2015

INVESTMENT CENTERS OF Brokers, Custodians, Auditors and Administrators

Type Company

INVESTMENT CENTERS OF Investment Strategy

ITEM 8. CLIENT CONTACT WITH PORTFOLIO MANAGERS

Any questions regarding the management of the Model Portfolios or your account should be directed to your Representative, or our Asset Management Group at the above contact information.



ITEM 9. ADDITIONAL INFORMATION

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INVESTMENT CENTERS OF Portfolio Concentration

INVESTMENT CENTERS OF Location

5555 W GRANDE MARKET DRIVE
APPLETON, Wisconsin
UNITED STATES, 54913-8403

INVESTMENT CENTERS OF Contact Information

Phone Number: 866-275-4422
Fax Number: 920-954-2778
Website:

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