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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$583K 0.05%
20,838
+256
252
$582K 0.05%
15,340
-5,377
253
$582K 0.05%
20,897
-119
254
$563K 0.05%
39,445
+9,585
255
$562K 0.05%
10,758
-1,865
256
$547K 0.05%
+18,461
257
$535K 0.05%
12,301
-1,611
258
$520K 0.05%
10,157
-1,668
259
$520K 0.05%
14,476
-3,592
260
$515K 0.05%
20,976
+1,370
261
$510K 0.05%
12,449
-1,559
262
$505K 0.05%
20,102
-45,688
263
$498K 0.05%
+40,118
264
$488K 0.05%
16,130
-23,405
265
$471K 0.04%
13,867
+3,406
266
$463K 0.04%
14,090
+1,106
267
$456K 0.04%
13,528
-1,611
268
$453K 0.04%
+5,355
269
$449K 0.04%
14,504
-1,293
270
$445K 0.04%
26,148
+1,357
271
$444K 0.04%
29,487
-35,939
272
$436K 0.04%
11,577
-5,568
273
$430K 0.04%
24,395
-634
274
$414K 0.04%
13,621
-546
275
$414K 0.04%
15,093
-35
9 10
11
12 13