MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+1.79%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$616M
AUM Growth
-$85.4M
(-12%)
Cap. Flow
-$88.1M
Cap. Flow
% of AUM
-14.3%
Top 10 Holdings %
Top 10 Hldgs %
33.8%
Holding
215
New
55
Increased
37
Reduced
55
Closed
56
Top Buys
| 1 |
Amazon
AMZN
|
$13.1M |
| 2 |
iShares MBS ETF
MBB
|
$11.6M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$10.1M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$10M |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$9.83M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$24.7M |
| 2 |
Vanguard Growth ETF
VUG
|
$15.4M |
| 3 |
Vanguard Value ETF
VTV
|
$14.3M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$8.97M |
| 5 |
AT&T
T
|
$8.72M |
Sector Composition
| 1 | Financials | 6.39% |
| 2 | Technology | 5.79% |
| 3 | Communication Services | 4.78% |
| 4 | Energy | 4.77% |
| 5 | Industrials | 2.75% |
