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
401
$338K 0.02%
16,066
-500
402
$320K 0.02%
15,925
+100
403
$318K 0.02%
+2,088
404
$311K 0.02%
10,518
-2,050
405
$301K 0.02%
12,430
-2,900
406
$295K 0.02%
+1,073
407
$295K 0.02%
+19,987
408
$288K 0.02%
+7,568
409
$285K 0.01%
28,819
-848
410
$283K 0.01%
13,184
-1,014
411
$281K 0.01%
28,899
-1,446
412
$274K 0.01%
11,153
-716
413
$266K 0.01%
22,801
+1,004
414
$263K 0.01%
13,152
-1,292
415
$263K 0.01%
+11,021
416
$258K 0.01%
+15,915
417
$251K 0.01%
+13,623
418
$250K 0.01%
12,002
+2
419
$246K 0.01%
10,778
-775
420
$246K 0.01%
35,893
-6,066
421
$235K 0.01%
11,976
+128
422
$231K 0.01%
16,353
423
$219K 0.01%
576
+5
424
$217K 0.01%
+93,546
425
$216K 0.01%
+54,071
15 16
17
18 19