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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.22M 0.06%
35,314
+1,967
277
$1.21M 0.06%
13,049
-1,337
278
$1.21M 0.06%
13,321
-67,240
279
$1.21M 0.06%
+16,983
280
$1.19M 0.06%
31,658
+8,460
281
$1.19M 0.06%
13,223
+386
282
$1.18M 0.06%
26,295
+296
283
$1.17M 0.06%
10,186
-2,000
284
$1.15M 0.06%
27,094
-1,070
285
$1.15M 0.06%
+12,647
286
$1.14M 0.06%
16,301
-2,577
287
$1.11M 0.06%
11,657
-29
288
$1.1M 0.06%
27,145
-225
289
$1.09M 0.06%
17,502
-206
290
$1.08M 0.06%
13,988
-411
291
$1.07M 0.06%
+27,016
292
$1.06M 0.06%
16,842
+2,189
293
$1.05M 0.05%
49,321
-3,495
294
$1.05M 0.05%
85,379
+9,272
295
$1.03M 0.05%
+41,345
296
$1.03M 0.05%
+10,878
297
$1.01M 0.05%
11,043
+270
298
$1M 0.05%
15,130
-2,873
299
$997K 0.05%
16,198
+2,912
300
$996K 0.05%
45,736
-2,127
10 11
12
13 14