MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
This Quarter Return
-3.92%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$2.6B
AUM Growth
+$2.6B
(+22%)
Cap. Flow
+$587M
Cap. Flow
% of AUM
22.56%
Top 10 Holdings %
Top 10 Hldgs %
24.83%
Holding
541
New
89
Increased
314
Reduced
98
Closed
36
Top Buys
| 1 |
Invesco Ultra Short Duration ETF
GSY
|
$29.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$27.9M |
| 3 |
Vanguard S&P 500 Growth ETF
VOOG
|
$24M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$23.2M |
| 5 |
Apple
AAPL
|
$22.6M |
Top Sells
Sector Composition
| 1 | Technology | 11.37% |
| 2 | Consumer Discretionary | 5.21% |
| 3 | Financials | 3.7% |
| 4 | Healthcare | 2.26% |
| 5 | Consumer Staples | 2.21% |
