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
301
$1.21M 0.06%
80,844
-23,812
302
$1.2M 0.06%
20,006
-1,144
303
$1.18M 0.06%
18,815
+485
304
$1.17M 0.06%
15,000
+476
305
$1.17M 0.06%
12,767
+140
306
$1.16M 0.06%
81,738
+986
307
$1.16M 0.06%
+21,173
308
$1.15M 0.06%
11,782
309
$1.15M 0.06%
22,666
+1,638
310
$1.15M 0.06%
25,649
-1,369
311
$1.14M 0.06%
31,596
+4,840
312
$1.14M 0.06%
201,975
-520
313
$1.13M 0.06%
+15,448
314
$1.12M 0.05%
55,885
+13,923
315
$1.11M 0.05%
15,650
-194
316
$1.09M 0.05%
42,170
+1,931
317
$1.08M 0.05%
15,010
-4,283
318
$1.08M 0.05%
+10,367
319
$1.08M 0.05%
+10,186
320
$1.06M 0.05%
15,712
-2,067
321
$1.06M 0.05%
14,734
+218
322
$1.05M 0.05%
+13,382
323
$1.05M 0.05%
20,781
-53,934
324
$1.05M 0.05%
48,344
+5,107
325
$1.02M 0.05%
15,397
+123
11 12
13
14 15