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
351
$897K 0.04%
10,415
-1,106
352
$892K 0.04%
18,051
-1,436
353
$891K 0.04%
13,083
-51,672
354
$888K 0.04%
+10,952
355
$887K 0.04%
18,340
-1,362
356
$887K 0.04%
40,838
-4,898
357
$883K 0.04%
+10,687
358
$876K 0.04%
15,339
-155
359
$858K 0.04%
13,564
-19,228
360
$856K 0.04%
40,941
+541
361
$851K 0.04%
+10,203
362
$850K 0.04%
14,101
+1,250
363
$843K 0.04%
41,962
-7,359
364
$830K 0.04%
52,380
+6,520
365
$813K 0.04%
25,087
+2,695
366
$802K 0.04%
18,055
+50
367
$799K 0.04%
52,131
+19,604
368
$779K 0.04%
23,474
+4,747
369
$776K 0.04%
+12,840
370
$776K 0.04%
13,890
-16,041
371
$754K 0.03%
12,069
-127
372
$753K 0.03%
29,131
-2,300
373
$738K 0.03%
125,496
-14,372
374
$738K 0.03%
21,574
-304
375
$733K 0.03%
72,060
+22,000
13 14
15
16 17