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
$1.12B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$33M
3
+$29.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.2M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$13.3M

Top Sells

1
+$12.2M
2
+$9.39M
3
+$6.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.4M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$6.4M

Sector Composition

1 Consumer Discretionary 7.46%
2 Technology 6.63%
3 Financials 3.93%
4 Communication Services 3.58%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$759K 0.07%
+11,580
252
$749K 0.07%
24,877
-21,986
253
$747K 0.07%
14,215
-3,810
254
$745K 0.07%
35,345
+12,827
255
$733K 0.07%
+11,962
256
$729K 0.06%
21,110
+2,456
257
$718K 0.06%
16,214
-10,426
258
$708K 0.06%
10,906
259
$703K 0.06%
11,099
-313
260
$702K 0.06%
+11,691
261
$699K 0.06%
13,976
+2,605
262
$693K 0.06%
+19,882
263
$690K 0.06%
+14,320
264
$686K 0.06%
17,189
+2,582
265
$685K 0.06%
19,665
-36,318
266
$673K 0.06%
+29,262
267
$667K 0.06%
+11,399
268
$660K 0.06%
41,278
+14,248
269
$660K 0.06%
26,029
-416
270
$648K 0.06%
+6,240
271
$640K 0.06%
+19,458
272
$629K 0.06%
+18,115
273
$620K 0.06%
47,708
+4,846
274
$620K 0.06%
+17,547
275
$616K 0.05%
13,047
-394
9 10
11
12 13