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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$8.74M
3
+$7.76M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.06M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.7M 0.08%
31,833
-664
252
$1.69M 0.08%
12,521
-153
253
$1.69M 0.08%
10,737
-3,936
254
$1.69M 0.08%
22,082
+6,634
255
$1.65M 0.08%
29,686
+276
256
$1.65M 0.08%
14,325
-9,474
257
$1.64M 0.08%
36,177
+32
258
$1.63M 0.08%
41,600
-905
259
$1.61M 0.08%
29,309
+19,177
260
$1.61M 0.08%
11,569
-2,500
261
$1.61M 0.08%
17,431
-2,630
262
$1.59M 0.07%
18,588
-12,174
263
$1.58M 0.07%
45,908
-1,091
264
$1.58M 0.07%
46,878
+135
265
$1.58M 0.07%
+96,055
266
$1.57M 0.07%
+26,299
267
$1.57M 0.07%
22,008
+530
268
$1.56M 0.07%
37,138
+965
269
$1.55M 0.07%
61,528
-8,340
270
$1.54M 0.07%
24,502
+458
271
$1.51M 0.07%
33,298
-7,562
272
$1.51M 0.07%
24,828
-876
273
$1.49M 0.07%
+24,016
274
$1.49M 0.07%
12,934
+1,403
275
$1.49M 0.07%
69,651
+7,143
9 10
11
12 13