MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+2.26%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$530M
AUM Growth
+$217M
(+69%)
Cap. Flow
+$234M
Cap. Flow
% of AUM
44.06%
Top 10 Holdings %
Top 10 Hldgs %
38.69%
Holding
173
New
63
Increased
54
Reduced
20
Closed
34
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$24.6M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$24.3M |
| 3 |
Exxon Mobil
XOM
|
$17.8M |
| 4 |
FS KKR Capital
FSK
|
$15.9M |
| 5 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
$15M |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$11.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$8.39M |
| 3 |
CELG
Celgene Corp
CELG
|
$7.48M |
| 4 |
Vanguard Growth ETF
VUG
|
$7.21M |
| 5 |
Vanguard Value ETF
VTV
|
$6.33M |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Communication Services | 6.86% |
| 3 | Energy | 6.06% |
| 4 | Financials | 5.85% |
| 5 | Healthcare | 4.33% |
