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 2.89%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$209K 0.01%
10,603
-15,556
427
$205K 0.01%
12,486
+512
428
$203K 0.01%
+17,593
429
$200K 0.01%
+10,770
430
– –
-10,806
431
– –
-78,586
432
– –
-14,623
433
– –
-47,516
434
– –
-20,155
435
– –
-10,098
436
– –
-2,786
437
– –
-26,572
438
– –
-46,590
439
– –
-12,425
440
– –
-14,248
441
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-46,441
442
– –
-22,961
443
– –
-38,172
444
– –
-20,576
445
– –
-16,655
446
– –
-67,146
447
– –
-20,063
448
– –
-93,250
449
– –
-12,594
450
– –
-10,255
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