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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$404K 0.03%
+27,461
277
$401K 0.03%
17,076
-3,026
278
$392K 0.03%
+22,608
279
$389K 0.03%
18,306
-2,670
280
$387K 0.03%
21,866
-2,529
281
$381K 0.03%
20,000
282
$366K 0.03%
+15,080
283
$365K 0.03%
+16,762
284
$364K 0.03%
11,712
-1,816
285
$363K 0.03%
26,036
-1,300
286
$360K 0.03%
14,772
-219
287
$353K 0.03%
11,787
-1,834
288
$352K 0.03%
56,175
-4,000
289
$350K 0.03%
+10,787
290
$318K 0.03%
25,826
-3,661
291
$309K 0.03%
11,398
-427
292
$292K 0.02%
12,019
-117
293
$291K 0.02%
19,760
+426
294
$280K 0.02%
10,365
295
$265K 0.02%
+110,600
296
$259K 0.02%
13,825
-743
297
$248K 0.02%
+12,000
298
$244K 0.02%
12,825
+144
299
$236K 0.02%
12,843
-879
300
$229K 0.02%
12,373
-17,002
10 11
12
13 14