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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.52M 0.08%
36,253
+1,352
252
$1.5M 0.08%
19,672
+498
253
$1.49M 0.08%
46,983
+16,137
254
$1.48M 0.08%
+32,409
255
$1.48M 0.08%
65,237
-108
256
$1.48M 0.08%
14,460
+3,597
257
$1.48M 0.08%
15,877
+673
258
$1.47M 0.08%
24,519
+1,186
259
$1.45M 0.08%
23,716
+450
260
$1.44M 0.08%
29,931
-9,365
261
$1.44M 0.08%
103,265
+3,562
262
$1.43M 0.07%
+24,457
263
$1.42M 0.07%
18,713
-2,161
264
$1.41M 0.07%
35,628
+1,405
265
$1.38M 0.07%
36,248
-11,778
266
$1.37M 0.07%
19,547
-1,054
267
$1.34M 0.07%
17,069
-31,700
268
$1.32M 0.07%
12,648
+430
269
$1.31M 0.07%
29,658
+5,328
270
$1.3M 0.07%
17,861
-45,056
271
$1.28M 0.07%
30,523
+1,566
272
$1.28M 0.07%
32,754
-1,204
273
$1.26M 0.07%
18,434
+4,682
274
$1.24M 0.06%
46,433
275
$1.22M 0.06%
19,851
-21,719
9 10
11
12 13