MIAN
Mariner Independent Advisor Network Portfolio holdings
AUM
$2.33B
1-Year Return
14.85%
This Quarter Return
+4.23%
1 Year Return
-14.85%
3 Year Return
+39.42%
5 Year Return
+69.2%
10 Year Return
–
AUM
$1.92B
AUM Growth
+$45M
(+2.4%)
Cap. Flow
-$2.87M
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
27.35%
Holding
466
New
61
Increased
180
Reduced
178
Closed
37
Top Buys
| 1 |
ARK Fintech Innovation ETF
ARKF
|
$14.1M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$10.6M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$9.66M |
| 4 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$8.96M |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$6.14M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$19.4M |
| 2 |
Amazon
AMZN
|
$11.4M |
| 3 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$9.57M |
| 4 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$7.62M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.47M |
Sector Composition
| 1 | Technology | 9.17% |
| 2 | Consumer Discretionary | 6.48% |
| 3 | Communication Services | 2.84% |
| 4 | Financials | 2.49% |
| 5 | Healthcare | 2.31% |
