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
401
$603K 0.03%
+13,510
402
$597K 0.03%
12,816
-550
403
$593K 0.03%
104,600
404
$593K 0.03%
10,017
-1,485
405
$593K 0.03%
51,712
+15,000
406
$587K 0.03%
57,707
+17,305
407
$573K 0.03%
27,179
-16,313
408
$546K 0.02%
+19,526
409
$545K 0.02%
+11,133
410
$541K 0.02%
12,501
+1,705
411
$539K 0.02%
26,185
412
$528K 0.02%
+10,029
413
$526K 0.02%
14,457
+118
414
$521K 0.02%
+10,785
415
$505K 0.02%
+10,310
416
$494K 0.02%
18,727
+2,989
417
$487K 0.02%
22,600
+6,675
418
$485K 0.02%
13,354
+350
419
$476K 0.02%
10,810
-8,889
420
$474K 0.02%
+28,156
421
$469K 0.02%
12,451
-189
422
$468K 0.02%
13,698
+1,251
423
$464K 0.02%
15,385
-476
424
$460K 0.02%
16,238
+613
425
$459K 0.02%
+34,695
15 16
17
18 19