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MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Est. Return
14.85%
This Fund
S&P 500
This Quarter
Est. Return
+4.32%
1 Year Est. Return
-14.85%
3 Year Est. Return
+39.47%
5 Year Est. Return
+69.26%
10 Year Est. Return
–
AUM
$203M
AUM Growth
–
Cap. Flow
+$198M
Cap. Flow
% of AUM
97.47%
Top 10 Holdings %
Top 10 Hldgs %
40.9%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$11.3M |
| 2 |
Invesco S&P 500 Pure Value ETF
RPV
|
+$11M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$9.22M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$8.04M |
| 5 |
ExxonMobil
XOM
|
+$8.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 5.91% |
| 2 | Technology | 2.39% |
| 3 | Financials | 2.26% |
| 4 | Healthcare | 1.68% |
| 5 | Real Estate | 1.48% |
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Mariner Independent Advisor Network's Q2 2014 Portfolio in Review
Q2 2014 is the first quarter with a 13F filing on record for Mariner Independent Advisor Network, which disclosed 143 positions worth $203M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Invesco S&P 500 Equal Weight ETF: 152,438 shares worth $11.7M.
By sector, the portfolio is most concentrated in Energy at 5.9% of assets, followed by Technology and Financials.
- Mariner Independent Advisor Network's largest Q2 2014 buy was Invesco S&P 500 Equal Weight ETF: 152,438 shares worth $11.7M.
- Mariner Independent Advisor Network's ten largest holdings make up 41% of its $203M portfolio in Q2 2014.
- Mariner Independent Advisor Network disclosed 143 positions in Q2 2014, its first 13F filing on record.
Based on Mariner Independent Advisor Network's 13F filing for Q2 2014, filed 26 Sep 2014.