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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$8.74M
3
+$7.76M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.06M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.49M 0.07%
11,940
-350
277
$1.48M 0.07%
20,801
+1,226
278
$1.48M 0.07%
10,805
-1,910
279
$1.47M 0.07%
26,607
+487
280
$1.44M 0.07%
12,525
+85
281
$1.43M 0.07%
10,567
-308
282
$1.43M 0.07%
44,363
+5,785
283
$1.42M 0.07%
14,927
+193
284
$1.39M 0.07%
41,200
-9,920
285
$1.39M 0.07%
17,809
-38,097
286
$1.39M 0.07%
16,303
-446
287
$1.39M 0.06%
23,170
+3,164
288
$1.36M 0.06%
25,228
-11,857
289
$1.34M 0.06%
14,512
-1,159
290
$1.33M 0.06%
71,752
+3,833
291
$1.33M 0.06%
30,328
+5,028
292
$1.32M 0.06%
61,942
-45,652
293
$1.31M 0.06%
32,114
-72,054
294
$1.3M 0.06%
+68,628
295
$1.29M 0.06%
123,486
-151,127
296
$1.27M 0.06%
11,929
+147
297
$1.27M 0.06%
11,049
-1,296
298
$1.27M 0.06%
27,109
-26,395
299
$1.27M 0.06%
39,980
-1,430
300
$1.26M 0.06%
+26,268
10 11
12
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