MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
-11.66%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$1.12B
AUM Growth
+$324M
(+41%)
Cap. Flow
+$405M
Cap. Flow
% of AUM
36.04%
Top 10 Holdings %
Top 10 Hldgs %
26.13%
Holding
379
New
150
Increased
117
Reduced
82
Closed
23
Top Buys
| 1 |
Apple
AAPL
|
$34.2M |
| 2 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
$33M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$29.1M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$18.2M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$13.3M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$12.2M |
| 2 |
Advanced Micro Devices
AMD
|
$9.39M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$6.56M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.4M |
| 5 |
ARK Web x.0 ETF
ARKW
|
$6.4M |
Sector Composition
| 1 | Consumer Discretionary | 7.46% |
| 2 | Technology | 6.63% |
| 3 | Financials | 3.93% |
| 4 | Communication Services | 3.58% |
| 5 | Energy | 2.22% |
