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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$810K 0.04%
20,250
-4,135
352
$809K 0.04%
31,826
+3,537
353
$803K 0.04%
14,721
+1,763
354
$796K 0.04%
29,742
-4,208
355
$794K 0.04%
24,117
+643
356
$789K 0.04%
12,790
-50
357
$786K 0.04%
16,254
-1,797
358
$782K 0.04%
51,635
-496
359
$767K 0.04%
12,906
+381
360
$750K 0.04%
15,923
-20,218
361
$740K 0.04%
38,890
+3
362
$736K 0.04%
12,781
-1,109
363
$716K 0.04%
11,602
-7,381
364
$709K 0.03%
27,583
-1,548
365
$708K 0.03%
25,722
-1,029
366
$708K 0.03%
37,730
-877
367
$705K 0.03%
12,122
+53
368
$702K 0.03%
17,553
+2,599
369
$701K 0.03%
23,386
+1,426
370
$672K 0.03%
+12,161
371
$670K 0.03%
54,061
+1,729
372
$668K 0.03%
31,043
-54,056
373
$656K 0.03%
12,572
+454
374
$653K 0.03%
32,127
+260
375
$652K 0.03%
10,205
-3,359
13 14
15
16 17