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
401
$495K 0.02%
23,180
-2,801
402
$492K 0.02%
10,179
+150
403
$488K 0.02%
12,981
+2,171
404
$470K 0.02%
77,175
+4,000
405
$470K 0.02%
10,785
406
$470K 0.02%
21,702
-19,136
407
$462K 0.02%
39,089
-3,602
408
$461K 0.02%
28,156
409
$457K 0.02%
8,275
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410
$450K 0.02%
12,048
-403
411
$449K 0.02%
11,091
+631
412
$442K 0.02%
+16,115
413
$440K 0.02%
41,380
+14,559
414
$439K 0.02%
22,682
-592
415
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15,434
+49
416
$415K 0.02%
10,022
417
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13,454
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418
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16,120
-2,607
419
$403K 0.02%
15,636
+146
420
$399K 0.02%
12,599
-100
421
$397K 0.02%
10,119
-325
422
$392K 0.02%
16,144
423
$387K 0.02%
70,295
+43,334
424
$385K 0.02%
14,162
425
$384K 0.02%
6,302
-273
15 16
17
18 19