MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
-4.08%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$2.33B
AUM Growth
-$46M
(-1.9%)
Cap. Flow
+$99.6M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
24.02%
Holding
600
New
56
Increased
243
Reduced
243
Closed
45
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$19.9M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$15.3M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$11.9M |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$9.3M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$8.05M |
Top Sells
Sector Composition
| 1 | Technology | 10.83% |
| 2 | Consumer Discretionary | 4.77% |
| 3 | Communication Services | 3.42% |
| 4 | Financials | 3.36% |
| 5 | Healthcare | 2.53% |
