MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+7.45%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$799M
AUM Growth
+$235M
(+42%)
Cap. Flow
+$223M
Cap. Flow
% of AUM
27.86%
Top 10 Holdings %
Top 10 Hldgs %
32.97%
Holding
303
New
161
Increased
44
Reduced
23
Closed
74
Top Buys
| 1 |
Amazon
AMZN
|
$42M |
| 2 |
Advanced Micro Devices
AMD
|
$21.3M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$21.1M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$19.7M |
| 5 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
$18.3M |
Top Sells
| 1 |
Apple
AAPL
|
$48.1M |
| 2 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
$35.4M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$20.1M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$13.9M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$11.8M |
Sector Composition
| 1 | Consumer Discretionary | 8.12% |
| 2 | Technology | 6.51% |
| 3 | Financials | 3.62% |
| 4 | Communication Services | 3.05% |
| 5 | Energy | 1.43% |
