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
$1.12B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$33M
3
+$29.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.2M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$13.3M

Top Sells

1
+$12.2M
2
+$9.39M
3
+$6.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.4M
5
ARKW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$973K 0.09%
+15,727
227
$972K 0.09%
+23,222
228
$966K 0.09%
67,632
-13,532
229
$956K 0.09%
+12,313
230
$942K 0.08%
22,860
-908
231
$933K 0.08%
31,161
-24,392
232
$928K 0.08%
29,033
+598
233
$927K 0.08%
+16,175
234
$912K 0.08%
56,157
+9,281
235
$900K 0.08%
17,557
+2,564
236
$899K 0.08%
11,826
+733
237
$897K 0.08%
+18,915
238
$893K 0.08%
26,353
+1,395
239
$891K 0.08%
+16,455
240
$884K 0.08%
79,519
-1,930
241
$879K 0.08%
17,328
242
$858K 0.08%
10,743
-759
243
$847K 0.08%
13,510
-38,173
244
$844K 0.08%
100,528
+16
245
$839K 0.07%
36,699
+2,920
246
$806K 0.07%
+18,124
247
$778K 0.07%
+14,380
248
$777K 0.07%
+16,245
249
$773K 0.07%
+11,456
250
$772K 0.07%
32,692
+17,672
8 9
10
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