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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.64M 0.07%
104,656
+1,391
277
$1.64M 0.07%
+12,874
278
$1.63M 0.07%
+48,465
279
$1.63M 0.07%
26,893
+317
280
$1.61M 0.07%
14,722
+2,074
281
$1.58M 0.07%
16,206
-2,286
282
$1.58M 0.07%
44,762
-27,620
283
$1.57M 0.07%
16,279
+3,056
284
$1.56M 0.07%
32,021
+2,363
285
$1.54M 0.07%
19,293
+268
286
$1.53M 0.07%
13,179
+457
287
$1.52M 0.07%
23,654
-496
288
$1.51M 0.07%
62,444
-2,793
289
$1.51M 0.07%
27,559
+9,476
290
$1.5M 0.07%
12,715
-2,662
291
$1.49M 0.07%
17,418
+3,430
292
$1.45M 0.07%
35,441
+3,783
293
$1.42M 0.06%
+39,672
294
$1.42M 0.06%
19,399
-148
295
$1.42M 0.06%
33,196
+20,620
296
$1.37M 0.06%
16,938
-131
297
$1.37M 0.06%
29,223
+2,928
298
$1.37M 0.06%
+10,091
299
$1.35M 0.06%
+3,407
300
$1.32M 0.06%
17,235
+252
10 11
12
13 14