MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
This Quarter Return
-0.76%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$2.05B
AUM Growth
+$2.05B
(-7.2%)
Cap. Flow
-$118M
Cap. Flow
% of AUM
-5.76%
Top 10 Holdings %
Top 10 Hldgs %
25.57%
Holding
542
New
34
Increased
239
Reduced
168
Closed
81
Top Buys
| 1 |
NVIDIA
NVDA
|
$10.4M |
| 2 |
Cloudflare
NET
|
$7.33M |
| 3 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$7.06M |
| 4 |
MongoDB
MDB
|
$6.37M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$5.99M |
Top Sells
| 1 |
Amazon
AMZN
|
$51.6M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$24M |
| 3 |
ARK Fintech Innovation ETF
ARKF
|
$17.7M |
| 4 |
Invesco QQQ Trust
QQQ
|
$9.85M |
| 5 |
Boeing
BA
|
$6.93M |
Sector Composition
| 1 | Technology | 12.09% |
| 2 | Consumer Discretionary | 3.48% |
| 3 | Communication Services | 3.12% |
| 4 | Healthcare | 2.3% |
| 5 | Financials | 2.24% |
