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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.84M 0.08%
31,103
+1,324
252
$1.84M 0.08%
85,099
-9,066
253
$1.83M 0.08%
68,403
-45,894
254
$1.82M 0.08%
16,349
+1,892
255
$1.79M 0.08%
40,670
-320
256
$1.79M 0.08%
51,239
+1,500
257
$1.79M 0.08%
70,178
-1,280
258
$1.78M 0.08%
32,807
-493
259
$1.78M 0.08%
21,278
-2,316
260
$1.77M 0.08%
+12,662
261
$1.76M 0.08%
26,112
+11,253
262
$1.76M 0.08%
39,668
+4,040
263
$1.74M 0.08%
46,240
-860
264
$1.72M 0.08%
21,947
+2,275
265
$1.71M 0.08%
23,428
+1,206
266
$1.71M 0.08%
21,976
+5,675
267
$1.71M 0.08%
32,146
+8,430
268
$1.71M 0.08%
23,260
+4,547
269
$1.7M 0.08%
36,141
-1,173
270
$1.69M 0.08%
42,304
+32
271
$1.69M 0.08%
37,334
-25,954
272
$1.67M 0.08%
+202,495
273
$1.66M 0.08%
42,789
+5,556
274
$1.65M 0.07%
65,529
+2,199
275
$1.65M 0.07%
12,700
+7,700
9 10
11
12 13