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
301
$994K 0.05%
11,521
-86,594
302
$988K 0.05%
18,083
-3,601
303
$981K 0.05%
40,365
+18,846
304
$974K 0.05%
44,775
-537
305
$972K 0.05%
+14,859
306
$960K 0.05%
13,927
-369
307
$958K 0.05%
+37,558
308
$948K 0.05%
19,702
-14,498
309
$941K 0.05%
15,494
-576
310
$937K 0.05%
11,163
-824
311
$931K 0.05%
17,250
-1,726
312
$923K 0.05%
19,487
-725
313
$920K 0.05%
17,800
314
$919K 0.05%
43,492
-87,139
315
$911K 0.05%
+20,972
316
$889K 0.05%
+12,851
317
$880K 0.05%
16,338
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318
$851K 0.04%
14,326
+46
319
$850K 0.04%
16,617
-2,623
320
$844K 0.04%
43,208
+10,969
321
$841K 0.04%
40,400
+3,434
322
$838K 0.04%
+12,625
323
$833K 0.04%
36,294
+5,079
324
$814K 0.04%
31,431
-1,159
325
$812K 0.04%
15,334
-329
11 12
13
14 15