MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
This Quarter Return
+4.43%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-43%)
Cap. Flow
-$115M
Cap. Flow
% of AUM
-77.03%
Top 10 Holdings %
Top 10 Hldgs %
49.59%
Holding
149
New
21
Increased
42
Reduced
10
Closed
76
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$10.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.94M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$3.57M |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$2.44M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.26M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$14M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$9.85M |
| 3 |
Vanguard Total Bond Market
BND
|
$8.94M |
| 4 |
FS KKR Capital
FSK
|
$8.45M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$8.05M |
Sector Composition
| 1 | Financials | 5.44% |
| 2 | Healthcare | 2.78% |
| 3 | Communication Services | 2.15% |
| 4 | Energy | 1.9% |
| 5 | Technology | 1.29% |
