MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
This Quarter Return
-6.68%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(+28%)
Cap. Flow
+$69.3M
Cap. Flow
% of AUM
26.56%
Top 10 Holdings %
Top 10 Hldgs %
34.05%
Holding
141
New
44
Increased
62
Reduced
21
Closed
13
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$6.41M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$5.67M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$5.52M |
| 4 |
FS KKR Capital
FSK
|
$4.66M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$4.53M |
Top Sells
Sector Composition
| 1 | Financials | 6.35% |
| 2 | Technology | 4.26% |
| 3 | Energy | 2.74% |
| 4 | Healthcare | 2.2% |
| 5 | Communication Services | 2.16% |
