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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$408K 0.04%
60,175
277
$404K 0.04%
15,385
-15,494
278
$402K 0.04%
+27,336
279
$391K 0.04%
11,525
-5,554
280
$380K 0.04%
12,461
-28,459
281
$376K 0.03%
+117,422
282
$375K 0.03%
+10,235
283
$373K 0.03%
29,375
-18,187
284
$369K 0.03%
18,381
-18,761
285
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+31,199
286
$352K 0.03%
12,736
-1,792
287
$350K 0.03%
6,258
-14,079
288
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11,155
-9,450
289
$348K 0.03%
+14,991
290
$335K 0.03%
+20,000
291
$318K 0.03%
11,825
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292
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10,289
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293
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17,797
-14,675
294
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295
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+24,909
296
$284K 0.03%
10,954
+490
297
$280K 0.03%
+10,365
298
$277K 0.03%
11,075
-1,100
299
$274K 0.03%
19,334
-15,255
300
$273K 0.03%
12,136
-696
10 11
12
13 14