MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+0.86%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$1.63B
AUM Growth
+$669M
(+70%)
Cap. Flow
+$705M
Cap. Flow
% of AUM
43.37%
Top 10 Holdings %
Top 10 Hldgs %
30.75%
Holding
346
New
66
Increased
186
Reduced
64
Closed
20
Top Buys
| 1 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
$35.8M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$34.1M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$33.4M |
| 4 |
Amazon
AMZN
|
$32.2M |
| 5 |
Apple
AAPL
|
$32.2M |
Top Sells
| 1 |
IQVIA
IQV
|
$3M |
| 2 |
Nuveen California Quality Municipal Income Fund
NAC
|
$2.95M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.42M |
| 4 |
iShares US Real Estate ETF
IYR
|
$2.15M |
| 5 |
iShares US Healthcare ETF
IYH
|
$2.08M |
Sector Composition
| 1 | Technology | 10.07% |
| 2 | Consumer Discretionary | 5.75% |
| 3 | Financials | 4.96% |
| 4 | Communication Services | 4.69% |
| 5 | Energy | 3.97% |
