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
376
$728K 0.03%
+28,289
377
$727K 0.03%
+26,751
378
$724K 0.03%
18,066
+4,467
379
$722K 0.03%
12,118
-96
380
$722K 0.03%
38,607
-180,217
381
$721K 0.03%
+13,048
382
$719K 0.03%
16,237
-10,908
383
$716K 0.03%
+16,798
384
$714K 0.03%
12,958
+731
385
$714K 0.03%
+12,788
386
$714K 0.03%
12,525
-1,579
387
$713K 0.03%
+25,496
388
$711K 0.03%
+52,332
389
$676K 0.03%
38,887
-1,364
390
$674K 0.03%
13,447
+1,620
391
$668K 0.03%
+21,960
392
$654K 0.03%
25,981
-39,186
393
$652K 0.03%
17,693
+2,849
394
$649K 0.03%
42,691
+9,435
395
$645K 0.03%
9,620
-517
396
$639K 0.03%
24,900
397
$637K 0.03%
13,463
+1,501
398
$624K 0.03%
31,867
+539
399
$624K 0.03%
32,567
+3,227
400
$617K 0.03%
+14,954
14 15
16
17 18