MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
This Quarter Return
+8.34%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$2.13B
AUM Growth
+$2.13B
(+4.2%)
Cap. Flow
-$60.5M
Cap. Flow
% of AUM
-2.84%
Top 10 Holdings %
Top 10 Hldgs %
27%
Holding
521
New
60
Increased
153
Reduced
235
Closed
69
Top Buys
| 1 |
Amazon
AMZN
|
$46.3M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$8.74M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$7.76M |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
$7.05M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$7.04M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$14.9M |
| 2 |
Hartford Total Return Bond ETF
HTRB
|
$11M |
| 3 |
Apple
AAPL
|
$8.82M |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$8.28M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$8.06M |
Sector Composition
| 1 | Technology | 12.26% |
| 2 | Consumer Discretionary | 5.64% |
| 3 | Communication Services | 2.38% |
| 4 | Consumer Staples | 2.3% |
| 5 | Financials | 2.29% |
