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
326
$1.13M 0.05%
17,435
+1,237
327
$1.1M 0.05%
+37,867
328
$1.09M 0.05%
12,609
+1,446
329
$1.08M 0.05%
17,779
+2,445
330
$1.07M 0.05%
+21,028
331
$1.05M 0.05%
35,221
+21,735
332
$1.05M 0.05%
40,239
+2,681
333
$1.04M 0.05%
43,237
+23,642
334
$1.04M 0.05%
+10,452
335
$1.03M 0.05%
15,274
+144
336
$1.02M 0.05%
56,047
+17,912
337
$1.02M 0.05%
44,826
+51
338
$1.02M 0.05%
+25,597
339
$1.01M 0.05%
24,385
-11,863
340
$996K 0.05%
24,800
+5,600
341
$984K 0.04%
26,756
+4,197
342
$956K 0.04%
15,833
+1,507
343
$951K 0.04%
37,801
-3,544
344
$942K 0.04%
27,952
-48,546
345
$940K 0.04%
19,708
+3,091
346
$940K 0.04%
16,400
-850
347
$923K 0.04%
37,440
+1,146
348
$921K 0.04%
17,800
349
$919K 0.04%
13,086
+450
350
$910K 0.04%
33,950
+14,669
12 13
14
15 16