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
301
$1.31M 0.06%
36,831
+1,517
302
$1.31M 0.06%
37,998
+12,677
303
$1.29M 0.06%
+27,018
304
$1.28M 0.06%
46,433
305
$1.27M 0.06%
21,150
-3,369
306
$1.27M 0.06%
26,458
-636
307
$1.26M 0.06%
30,648
+3,632
308
$1.25M 0.06%
12,167
+1,289
309
$1.25M 0.06%
25,715
+13,815
310
$1.25M 0.06%
13,043
-6
311
$1.23M 0.06%
14,516
-5,331
312
$1.23M 0.06%
+22,984
313
$1.21M 0.05%
+88,957
314
$1.2M 0.05%
80,752
-4,627
315
$1.2M 0.05%
+12,078
316
$1.2M 0.05%
18,201
+1,359
317
$1.19M 0.05%
11,721
+678
318
$1.19M 0.05%
+11,048
319
$1.18M 0.05%
23,481
+6,779
320
$1.18M 0.05%
12,627
-20
321
$1.17M 0.05%
11,782
+125
322
$1.16M 0.05%
18,330
-19,901
323
$1.15M 0.05%
18,983
+1,481
324
$1.15M 0.05%
+14,524
325
$1.14M 0.05%
15,844
+1,917
11 12
13
14 15