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
326
$806K 0.04%
139,868
-13,982
327
$806K 0.04%
16,702
-2,389
328
$806K 0.04%
+25,321
329
$798K 0.04%
22,559
+7,928
330
$780K 0.04%
14,104
-625
331
$774K 0.04%
12,636
+354
332
$753K 0.04%
19,699
+4,175
333
$741K 0.04%
+12,288
334
$724K 0.04%
19,200
-1,000
335
$722K 0.04%
+21,878
336
$714K 0.04%
12,196
+916
337
$705K 0.04%
22,392
-401
338
$688K 0.04%
40,251
+7
339
$681K 0.04%
45,860
-159
340
$663K 0.03%
10,137
-3,029
341
$661K 0.03%
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342
$659K 0.03%
12,227
+1,496
343
$657K 0.03%
+18,005
344
$653K 0.03%
12,214
-2,847
345
$645K 0.03%
11,827
-12
346
$635K 0.03%
38,135
+3,116
347
$600K 0.03%
18,727
+2,137
348
$598K 0.03%
+59,124
349
$586K 0.03%
31,328
+5,287
350
$583K 0.03%
10,210
+61
12 13
14
15 16