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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.5M 0.07%
45,381
+7,383
277
$1.49M 0.07%
11,774
-15,541
278
$1.48M 0.07%
15,671
-608
279
$1.48M 0.07%
36,145
+704
280
$1.48M 0.07%
29,410
+5,929
281
$1.45M 0.07%
11,531
+1,440
282
$1.45M 0.07%
17,366
-31,682
283
$1.44M 0.07%
2,850
+37
284
$1.43M 0.07%
+36,173
285
$1.43M 0.07%
32,235
-11,054
286
$1.43M 0.07%
22,308
-8,795
287
$1.41M 0.07%
46,847
+11,626
288
$1.35M 0.07%
26,120
-23,211
289
$1.33M 0.07%
32,473
-634
290
$1.33M 0.06%
16,749
-189
291
$1.32M 0.06%
62,508
+64
292
$1.31M 0.06%
13,693
+1,615
293
$1.3M 0.06%
38,578
+1,747
294
$1.28M 0.06%
12,440
+273
295
$1.26M 0.06%
46,261
-172
296
$1.26M 0.06%
12,345
+624
297
$1.25M 0.06%
+10,427
298
$1.23M 0.06%
19,575
+2,140
299
$1.23M 0.06%
41,410
-37,692
300
$1.21M 0.06%
10,875
-173
10 11
12
13 14