MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+14.6%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$1.87B
AUM Growth
+$665M
(+55%)
Cap. Flow
+$527M
Cap. Flow
% of AUM
28.18%
Top 10 Holdings %
Top 10 Hldgs %
29.34%
Holding
420
New
114
Increased
217
Reduced
71
Closed
15
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$44.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$29M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$20.8M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$19.5M |
| 5 |
ARK Innovation ETF
ARKK
|
$15.6M |
Top Sells
Sector Composition
| 1 | Technology | 9.67% |
| 2 | Consumer Discretionary | 7.31% |
| 3 | Communication Services | 2.83% |
| 4 | Financials | 2.4% |
| 5 | Healthcare | 2.35% |
