MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+7.04%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$2.21B
AUM Growth
+$289M
(+15%)
Cap. Flow
+$159M
Cap. Flow
% of AUM
7.22%
Top 10 Holdings %
Top 10 Hldgs %
25.93%
Holding
526
New
97
Increased
265
Reduced
136
Closed
18
Top Buys
| 1 |
Apple
AAPL
|
$28.6M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$13.4M |
| 3 |
John Hancock Multifactor Small Cap ETF
JHSC
|
$10.7M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$8.52M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$8.39M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$27.5M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$15.3M |
| 3 |
Tesla
TSLA
|
$9.22M |
| 4 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$9.15M |
| 5 |
Invesco QQQ Trust
QQQ
|
$7.24M |
Sector Composition
| 1 | Technology | 10.85% |
| 2 | Consumer Discretionary | 5.77% |
| 3 | Communication Services | 2.75% |
| 4 | Financials | 2.69% |
| 5 | Healthcare | 2.12% |
