MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.4M
3
+$15.3M
4
VTV icon
Vanguard Value ETF
VTV
+$14.3M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$10.3M

Top Sells

1
+$13M
2
+$9.44M
3
+$8.62M
4
MBB icon
iShares MBS ETF
MBB
+$5.4M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.9M

Sector Composition

1 Technology 7.7%
2 Financials 6.46%
3 Healthcare 4.56%
4 Communication Services 4.23%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
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