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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$8.74M
3
+$7.76M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.06M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.93M 0.09%
16,669
-4,827
227
$1.93M 0.09%
75,660
+4,829
228
$1.93M 0.09%
43,172
-8,500
229
$1.92M 0.09%
38,880
-2,463
230
$1.91M 0.09%
24,932
-5,831
231
$1.9M 0.09%
32,074
-486
232
$1.9M 0.09%
24,266
-166
233
$1.9M 0.09%
19,919
+2,399
234
$1.89M 0.09%
25,976
-3,540
235
$1.88M 0.09%
16,642
-975
236
$1.87M 0.09%
91,952
-22,354
237
$1.85M 0.09%
46,775
+695
238
$1.85M 0.09%
23,229
-1,227
239
$1.85M 0.09%
37,248
+3,300
240
$1.84M 0.09%
27,426
-1,751
241
$1.84M 0.09%
51,098
+153
242
$1.84M 0.09%
22,172
-37,605
243
$1.83M 0.09%
94,641
-16,364
244
$1.8M 0.08%
53,951
+8,570
245
$1.75M 0.08%
52,366
-1,691
246
$1.75M 0.08%
272,681
-73,274
247
$1.75M 0.08%
47,673
+16,077
248
$1.73M 0.08%
10,858
-285
249
$1.72M 0.08%
29,835
-7,548
250
$1.71M 0.08%
34,566
-44,616
8 9
10
11 12