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
376
$641K 0.03%
+10,625
377
$633K 0.03%
22,603
-2,893
378
$622K 0.03%
12,816
379
$600K 0.03%
16,906
-16,290
380
$591K 0.03%
37,192
+4,625
381
$590K 0.03%
15,078
-2,988
382
$588K 0.03%
+26,672
383
$577K 0.03%
+10,132
384
$576K 0.03%
16,220
-1,835
385
$573K 0.03%
13,510
386
$568K 0.03%
14,150
+687
387
$557K 0.03%
19,963
+437
388
$552K 0.03%
38,097
+3,402
389
$549K 0.03%
24,900
390
$547K 0.03%
56,750
-957
391
$546K 0.03%
3,334
-73
392
$540K 0.03%
11,842
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393
$533K 0.03%
26,185
394
$532K 0.03%
12,477
-24
395
$531K 0.03%
106,596
-18,900
396
$531K 0.03%
48,224
-3,488
397
$531K 0.03%
14,457
398
$529K 0.03%
10,390
+80
399
$509K 0.02%
+10,521
400
$496K 0.02%
95,110
-9,490
14 15
16
17 18