MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
This Quarter Return
-1.86%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(-5.7%)
Cap. Flow
-$22M
Cap. Flow
% of AUM
-11.5%
Top 10 Holdings %
Top 10 Hldgs %
47.96%
Holding
154
New
11
Increased
64
Reduced
51
Closed
15
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$1.14M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$990K |
| 3 |
Apple
AAPL
|
$953K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$887K |
| 5 |
iShares Gold Trust
IAU
|
$854K |
Top Sells
Sector Composition
| 1 | Energy | 5.76% |
| 2 | Technology | 3.35% |
| 3 | Financials | 2.44% |
| 4 | Healthcare | 1.85% |
| 5 | Real Estate | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco Senior Loan ETF
BKLN
$6.97B
| – | – |
-88,875
| Closed | -$2.21M |
|