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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.76M 0.09%
40,990
+2,941
227
$1.75M 0.09%
19,847
+8,397
228
$1.74M 0.09%
+18,492
229
$1.73M 0.09%
33,300
-1,115
230
$1.71M 0.09%
37,314
-1,978
231
$1.71M 0.09%
47,100
-2,209
232
$1.71M 0.09%
23,091
-304
233
$1.7M 0.09%
52,312
+4,074
234
$1.7M 0.09%
+37,233
235
$1.69M 0.09%
12,726
-13,633
236
$1.65M 0.09%
49,739
+1,308
237
$1.63M 0.09%
22,736
-147
238
$1.63M 0.08%
15,377
-1,680
239
$1.63M 0.08%
21,407
-163
240
$1.61M 0.08%
12,081
-5,261
241
$1.6M 0.08%
19,025
-238
242
$1.6M 0.08%
76,339
+10,413
243
$1.57M 0.08%
26,576
-14,852
244
$1.54M 0.08%
22,222
+2,727
245
$1.54M 0.08%
42,272
+2,180
246
$1.54M 0.08%
63,330
-2,199
247
$1.54M 0.08%
65,167
-12,881
248
$1.53M 0.08%
+14,457
249
$1.52M 0.08%
12,722
-4,751
250
$1.52M 0.08%
24,150
-1,422
8 9
10
11 12