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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.13M 0.1%
14,424
+880
227
$2.12M 0.1%
20,942
+7,621
228
$2.11M 0.1%
14,815
-1,187
229
$2.11M 0.1%
110,519
+690
230
$2.1M 0.1%
10,934
+832
231
$2.07M 0.09%
100,580
+12,072
232
$2.05M 0.09%
25,838
+2,747
233
$2.04M 0.09%
39,077
+28,842
234
$2.03M 0.09%
33,323
+3,747
235
$2.03M 0.09%
48,232
-15,741
236
$2.01M 0.09%
+43,289
237
$2M 0.09%
32,991
-2,074
238
$1.99M 0.09%
23,954
+1,218
239
$1.99M 0.09%
84,808
+44,443
240
$1.98M 0.09%
+32,766
241
$1.94M 0.09%
13,542
+816
242
$1.92M 0.09%
38,348
-5,790
243
$1.91M 0.09%
45,620
-158
244
$1.89M 0.09%
25,044
+7,183
245
$1.88M 0.09%
16,609
+2,149
246
$1.88M 0.09%
33,107
+2,584
247
$1.86M 0.08%
25,340
+3,933
248
$1.85M 0.08%
19,522
+3,645
249
$1.85M 0.08%
39,601
+3,348
250
$1.85M 0.08%
+100,634
8 9
10
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