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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$879K 0.07%
14,462
-3,682
227
$869K 0.07%
14,324
+223
228
$846K 0.07%
19,871
+7,422
229
$838K 0.07%
15,229
-157
230
$825K 0.07%
+21,067
231
$809K 0.07%
48,640
232
$803K 0.07%
60,516
-21,324
233
$794K 0.07%
+36,689
234
$791K 0.07%
20,478
-1,400
235
$787K 0.07%
11,446
+1
236
$776K 0.06%
12,157
-1,362
237
$775K 0.06%
21,751
-7,801
238
$763K 0.06%
44,470
-828
239
$755K 0.06%
17,246
+461
240
$753K 0.06%
16,037
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241
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242
$738K 0.06%
10,693
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243
$730K 0.06%
12,286
-999
244
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13,901
-2,439
245
$712K 0.06%
38,622
+2,142
246
$710K 0.06%
+19,410
247
$680K 0.06%
11,548
-1,274
248
$678K 0.06%
18,083
+4,216
249
$639K 0.05%
36,714
-6,573
250
$638K 0.05%
14,998
-342
8 9
10
11 12