MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+21.19%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$1.09B
AUM Growth
-$21.4M
(-1.9%)
Cap. Flow
-$239M
Cap. Flow
% of AUM
-22.01%
Top 10 Holdings %
Top 10 Hldgs %
28.85%
Holding
398
New
50
Increased
93
Reduced
168
Closed
84
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$9.4M |
| 2 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
$8.14M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$6.08M |
| 4 |
SPDR Gold Trust
GLD
|
$5.32M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$4.31M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$29.1M |
| 2 |
Tesla
TSLA
|
$22M |
| 3 |
Apple
AAPL
|
$18.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$11.8M |
| 5 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
$11M |
Sector Composition
| 1 | Technology | 9.23% |
| 2 | Consumer Discretionary | 6.64% |
| 3 | Financials | 3.33% |
| 4 | Communication Services | 3.09% |
| 5 | Healthcare | 2.71% |
