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
351
$831K 0.04%
18,803
+1,250
352
$825K 0.04%
12,962
-3,366
353
$821K 0.04%
16,320
+100
354
$820K 0.04%
15,672
-251
355
$815K 0.04%
36,104
-12,240
356
$813K 0.04%
50,566
-5,019
357
$811K 0.04%
10,469
-1,642
358
$787K 0.04%
26,202
+2,816
359
$785K 0.04%
19,347
-6,302
360
$774K 0.04%
24,658
-2,043
361
$771K 0.04%
23,684
-433
362
$767K 0.04%
28,894
-848
363
$764K 0.04%
18,867
-1,383
364
$746K 0.04%
16,965
-2,982
365
$730K 0.03%
48,806
-2,829
366
$727K 0.03%
10,619
-983
367
$727K 0.03%
24,900
368
$725K 0.03%
+13,405
369
$719K 0.03%
13,152
-1,569
370
$711K 0.03%
14,528
+71
371
$681K 0.03%
53,633
-428
372
$674K 0.03%
12,902
-9,406
373
$674K 0.03%
10,348
-2,442
374
$668K 0.03%
28,485
-27,400
375
$648K 0.03%
+29,700
13 14
15
16 17