MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+8.24%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$822M
AUM Growth
+$205M
(+33%)
Cap. Flow
+$190M
Cap. Flow
% of AUM
23.07%
Top 10 Holdings %
Top 10 Hldgs %
46.42%
Holding
373
New
214
Increased
12
Reduced
27
Closed
120
Top Buys
| 1 |
iShares MSCI Mexico ETF
EWW
|
$110M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$59.7M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$42.4M |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$28.4M |
| 5 |
General Motors
GM
|
$26.2M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$30.7M |
| 2 |
Apple
AAPL
|
$28.5M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$25.5M |
| 4 |
FS KKR Capital
FSK
|
$23.1M |
| 5 |
Exxon Mobil
XOM
|
$18.9M |
Sector Composition
| 1 | Consumer Discretionary | 12.77% |
| 2 | Technology | 7.65% |
| 3 | Financials | 5.8% |
| 4 | Healthcare | 5.04% |
| 5 | Consumer Staples | 4.76% |
