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
376
$437K 0.02%
23,252
+42
377
$431K 0.02%
19,595
+8,336
378
$427K 0.02%
+12,821
379
$426K 0.02%
+10,546
380
$418K 0.02%
15,738
+3,923
381
$415K 0.02%
+15,625
382
$414K 0.02%
16,483
+2,986
383
$410K 0.02%
14,262
+1,070
384
$409K 0.02%
10,022
385
$402K 0.02%
+12,640
386
$402K 0.02%
+5,000
387
$399K 0.02%
16,402
+2,823
388
$396K 0.02%
+16,684
389
$396K 0.02%
17,878
+2,240
390
$394K 0.02%
+13,486
391
$390K 0.02%
64,925
+8,750
392
$387K 0.02%
36,712
393
$383K 0.02%
+20,981
394
$376K 0.02%
+15,715
395
$368K 0.02%
15,356
+3,648
396
$358K 0.02%
16,968
+3,174
397
$353K 0.02%
12,280
398
$351K 0.02%
10,440
+110
399
$345K 0.02%
19,542
-2,238
400
$341K 0.02%
12,335
14 15
16
17 18