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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.75M 0.09%
+12,290
252
$1.74M 0.09%
46,080
-160
253
$1.74M 0.08%
51,120
+2,655
254
$1.73M 0.08%
40,860
+190
255
$1.72M 0.08%
12,674
+12
256
$1.71M 0.08%
33,948
+1,141
257
$1.69M 0.08%
42,505
+201
258
$1.67M 0.08%
17,520
+7,068
259
$1.66M 0.08%
14,069
+890
260
$1.65M 0.08%
15,860
+1,138
261
$1.65M 0.08%
37,726
+392
262
$1.65M 0.08%
46,999
+2,237
263
$1.63M 0.08%
27,136
+243
264
$1.63M 0.08%
67,919
-54,625
265
$1.61M 0.08%
17,021
+815
266
$1.6M 0.08%
36,005
-3,663
267
$1.58M 0.08%
32,497
+476
268
$1.55M 0.08%
43,739
+5,872
269
$1.54M 0.08%
25,704
+9,871
270
$1.53M 0.08%
12,427
-447
271
$1.53M 0.07%
17,787
+369
272
$1.53M 0.07%
21,478
+2,079
273
$1.51M 0.07%
12,715
274
$1.51M 0.07%
+25,263
275
$1.51M 0.07%
24,044
+390
9 10
11
12 13