MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+4.33%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$203M
AUM Growth
–
Cap. Flow
+$203M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.9%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$11.7M |
| 2 |
Invesco S&P 500 Pure Value ETF
RPV
|
$11.4M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$9.51M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$8.23M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$8.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 5.91% |
| 2 | Technology | 2.39% |
| 3 | Financials | 2.26% |
| 4 | Healthcare | 1.68% |
| 5 | Real Estate | 1.48% |
