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
351
$579K 0.03%
11,900
+194
352
$578K 0.03%
26,185
353
$576K 0.03%
34,613
-23,341
354
$550K 0.03%
14,339
-101
355
$540K 0.03%
+11,962
356
$535K 0.03%
13,366
+3,000
357
$529K 0.03%
7,715
+650
358
$524K 0.03%
13,599
-1,175
359
$521K 0.03%
10,796
+384
360
$510K 0.03%
19,281
+2,464
361
$505K 0.03%
104,600
362
$504K 0.03%
15,861
+1,017
363
$503K 0.03%
+29,340
364
$502K 0.03%
12,576
-7,420
365
$488K 0.03%
32,527
366
$482K 0.03%
+14,844
367
$480K 0.03%
33,256
+59
368
$477K 0.02%
50,060
+24,930
369
$476K 0.02%
13,004
+28
370
$473K 0.02%
40,402
-2,657
371
$471K 0.02%
+10,235
372
$465K 0.02%
16,124
-1,847
373
$454K 0.02%
24,900
+2,400
374
$446K 0.02%
12,447
-31
375
$443K 0.02%
+10,238
13 14
15
16 17