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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$624K 0.05%
24,612
+9,227
252
$615K 0.05%
16,790
-3,074
253
$612K 0.05%
+10,302
254
$602K 0.05%
20,145
-752
255
$601K 0.05%
22,383
+7,879
256
$599K 0.05%
+10,825
257
$597K 0.05%
10,400
+243
258
$595K 0.05%
23,850
-9,358
259
$580K 0.05%
30,851
+4,703
260
$543K 0.05%
13,638
+2,061
261
$534K 0.04%
40,887
+769
262
$526K 0.04%
9,402
+3,144
263
$526K 0.04%
15,830
-3,982
264
$510K 0.04%
10,395
-1,906
265
$491K 0.04%
18,500
+7,546
266
$469K 0.04%
15,278
+185
267
$468K 0.04%
+153,850
268
$467K 0.04%
13,016
-1,460
269
$463K 0.04%
13,890
-200
270
$460K 0.04%
12,603
+142
271
$457K 0.04%
+12,712
272
$444K 0.04%
14,338
-1,792
273
$444K 0.04%
32,159
+960
274
$432K 0.04%
6,918
+1,563
275
$414K 0.03%
+11,721
9 10
11
12 13