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
401
$457K 0.02%
+18,625
402
$455K 0.02%
21,677
-10,450
403
$451K 0.02%
21,044
-658
404
$435K 0.02%
10,388
-2,593
405
$426K 0.02%
27,240
-30,241
406
$423K 0.02%
13,556
+250
407
$423K 0.02%
11,867
+931
408
$421K 0.02%
+13,510
409
$409K 0.02%
+11,469
410
$409K 0.02%
18,548
-4,632
411
$409K 0.02%
17,183
+5,397
412
$401K 0.02%
15,323
+1,197
413
$399K 0.02%
28,015
+7,212
414
$390K 0.02%
18,346
+431
415
$377K 0.02%
13,876
-2,239
416
$367K 0.02%
+11,119
417
$352K 0.02%
11,692
-8,271
418
$343K 0.02%
15,518
+1,497
419
$339K 0.02%
+10,973
420
$335K 0.02%
27,401
-11,688
421
$327K 0.02%
12,028
-3,608
422
$326K 0.02%
15,459
-661
423
$313K 0.01%
+13,047
424
$309K 0.01%
+10,375
425
$308K 0.01%
12,320
+1,760
15 16
17
18 19