MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.94M
3
+$3.57M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$2.44M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.25M

Top Sells

1
+$14M
2
+$9.85M
3
+$8.94M
4
FSK icon
FS KKR Capital
FSK
+$8.45M
5
HYG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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