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
301
$227K 0.02%
15,558
-23,887
302
$227K 0.02%
12,526
-3,413
303
$215K 0.02%
+10,762
304
$214K 0.02%
42,155
-75,267
305
$212K 0.02%
+19,173
306
$204K 0.02%
13,432
-4,365
307
– –
-31,886
308
– –
-12,370
309
– –
-7,863
310
– –
-50,200
311
– –
-18,381
312
– –
-27,527
313
– –
-12,044
314
– –
-70,497
315
– –
-11,525
316
– –
-15,930
317
– –
-15,505
318
– –
-46,102
319
– –
-11,075
320
– –
-21,103
321
– –
-20,838
322
– –
-12,736
323
– –
-10,962
324
– –
-40,128
325
– –
-80,717
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