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
376
$641K 0.03%
22,253
-350
377
$638K 0.03%
1,558
+155
378
$636K 0.03%
52,238
-4,512
379
$633K 0.03%
17,321
+415
380
$630K 0.03%
12,112
+1,591
381
$629K 0.03%
12,750
-22,805
382
$611K 0.03%
+10,849
383
$607K 0.03%
+26,202
384
$591K 0.03%
12,584
-50,563
385
$571K 0.03%
13,534
-1,544
386
$555K 0.03%
39,394
+1,297
387
$542K 0.03%
11,116
-1,700
388
$537K 0.03%
34,273
-2,919
389
$536K 0.03%
+54,650
390
$509K 0.02%
10,898
-944
391
$507K 0.02%
23,714
-7,329
392
$504K 0.02%
10,785
393
$499K 0.02%
16,070
-9,652
394
$488K 0.02%
+14,267
395
$487K 0.02%
12,259
-218
396
$487K 0.02%
+17,055
397
$478K 0.02%
11,637
-411
398
$475K 0.02%
15,766
+2,939
399
$471K 0.02%
25,988
-54,856
400
$467K 0.02%
+17,208
14 15
16
17 18