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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$844K 0.08%
+15,386
227
$838K 0.08%
33,208
-1,939
228
$837K 0.08%
16,188
-648
229
$837K 0.08%
13,961
-932
230
$806K 0.07%
16,340
-5,748
231
$776K 0.07%
12,739
+121
232
$759K 0.07%
12,822
+1,386
233
$759K 0.07%
32,394
+5,784
234
$749K 0.07%
11,687
-656
235
$742K 0.07%
31,886
-9,600
236
$737K 0.07%
30,703
-12,405
237
$737K 0.07%
+13,285
238
$730K 0.07%
14,399
-7,671
239
$723K 0.07%
43,287
-289,359
240
$719K 0.07%
45,298
-584
241
$714K 0.07%
19,864
+7,472
242
$698K 0.06%
+16,785
243
$697K 0.06%
11,445
-484
244
$695K 0.06%
12,370
+960
245
$669K 0.06%
12,433
+381
246
$668K 0.06%
+68,208
247
$661K 0.06%
19,812
-4,050
248
$626K 0.06%
36,480
-41,733
249
$610K 0.06%
+11,198
250
$599K 0.06%
+36,194
8 9
10
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