MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+2.06%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$565M
AUM Growth
-$1.06B
(-65%)
Cap. Flow
-$1.08B
Cap. Flow
% of AUM
-190.49%
Top 10 Holdings %
Top 10 Hldgs %
42.06%
Holding
345
New
19
Increased
22
Reduced
98
Closed
203
Top Buys
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$2.51M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$2.34M |
| 3 |
Boeing
BA
|
$2M |
| 4 |
Salesforce
CRM
|
$1.93M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$1.62M |
Top Sells
| 1 |
Amazon
AMZN
|
$57.7M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$51M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$40M |
| 4 |
Invesco QQQ Trust
QQQ
|
$37.8M |
| 5 |
Apple
AAPL
|
$31.5M |
Sector Composition
| 1 | Technology | 16.08% |
| 2 | Industrials | 4.92% |
| 3 | Consumer Discretionary | 3.18% |
| 4 | Financials | 2.88% |
| 5 | Communication Services | 2.36% |
