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
326
$1.04M 0.05%
+10,031
327
$1.04M 0.05%
40,570
-1,600
328
$1.04M 0.05%
13,139
-243
329
$1.01M 0.05%
40,460
+2,641
330
$994K 0.05%
14,900
+826
331
$990K 0.05%
20,708
+2,574
332
$971K 0.05%
10,854
+229
333
$965K 0.05%
14,857
-27,987
334
$957K 0.04%
21,086
-1,928
335
$955K 0.04%
+22,070
336
$944K 0.04%
19,828
-755
337
$937K 0.04%
14,691
-60
338
$934K 0.04%
42,761
-3,500
339
$928K 0.04%
11,434
-803
340
$900K 0.04%
+86,610
341
$885K 0.04%
+11,074
342
$874K 0.04%
12,970
+727
343
$873K 0.04%
+10,281
344
$867K 0.04%
44,350
+21,668
345
$854K 0.04%
18,073
+1,276
346
$853K 0.04%
+24,906
347
$853K 0.04%
+11,498
348
$834K 0.04%
16,055
-199
349
$834K 0.04%
16,448
-6,218
350
$832K 0.04%
10,856
-4,794
12 13
14
15 16