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
326
– –
-10,758
327
– –
-51,584
328
– –
-66,494
329
– –
-20,621
330
– –
-17,560
331
– –
-36,194
332
– –
-11,155
333
– –
-18,461
334
– –
-68,208
335
– –
-11,343
336
– –
-28,347
337
– –
-10,386
338
– –
-10,735
339
– –
-10,235
340
– –
-11,083
341
– –
-10,108
342
– –
-24,909
343
– –
-49,850
344
– –
-60,788
345
– –
-100,053
346
– –
-10,289
347
– –
-13,367
10 11 12 13
14