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
301
$1.25M 0.06%
56,324
+29,652
302
$1.25M 0.06%
16,509
+1,112
303
$1.25M 0.06%
+11,809
304
$1.23M 0.06%
14,371
-10,161
305
$1.23M 0.06%
24,078
+6,278
306
$1.21M 0.06%
20,474
-6,662
307
$1.21M 0.06%
24,605
-28,516
308
$1.19M 0.06%
10,887
+520
309
$1.17M 0.05%
53,622
-60,544
310
$1.17M 0.05%
40,881
+9,055
311
$1.16M 0.05%
18,995
-2,178
312
$1.15M 0.05%
27,661
+2,661
313
$1.15M 0.05%
11,094
-4,766
314
$1.14M 0.05%
17,222
-1,593
315
$1.12M 0.05%
12,925
-4,862
316
$1.12M 0.05%
15,419
-293
317
$1.1M 0.05%
12,745
+1,568
318
$1.09M 0.05%
11,175
-1,592
319
$1.08M 0.05%
13,038
-10,013
320
$1.08M 0.05%
21,057
+8,276
321
$1.07M 0.05%
45,729
+4,136
322
$1.06M 0.05%
10,101
-123
323
$1.06M 0.05%
41,912
+14,329
324
$1.05M 0.05%
34,695
-3,031
325
$1.04M 0.05%
28,520
+3,596
11 12
13
14 15