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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.01M 0.1%
36,776
+23,728
227
$1.97M 0.1%
51,739
+26,142
228
$1.95M 0.1%
32,560
-431
229
$1.95M 0.1%
17,388
+779
230
$1.93M 0.09%
54,057
+2,806
231
$1.92M 0.09%
46,315
+695
232
$1.92M 0.09%
41,343
-21,072
233
$1.9M 0.09%
28,547
+2,435
234
$1.89M 0.09%
20,061
+539
235
$1.89M 0.09%
24,109
+849
236
$1.89M 0.09%
17,617
+1,268
237
$1.88M 0.09%
51,672
+12,000
238
$1.86M 0.09%
50,945
-294
239
$1.86M 0.09%
46,743
+3,954
240
$1.85M 0.09%
10,117
-4,190
241
$1.84M 0.09%
11,143
+209
242
$1.83M 0.09%
70,831
-18,709
243
$1.79M 0.09%
35,718
-2,630
244
$1.79M 0.09%
35,555
-3,522
245
$1.79M 0.09%
72,306
+6,777
246
$1.79M 0.09%
24,432
-908
247
$1.77M 0.09%
23,051
+1,104
248
$1.77M 0.09%
69,868
-310
249
$1.75M 0.09%
24,456
+1,028
250
$1.75M 0.09%
29,177
-4,146
8 9
10
11 12