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
426
$459K 0.02%
23,274
+22
427
$447K 0.02%
7,850
+135
428
$432K 0.02%
73,175
+8,250
429
$428K 0.02%
16,215
-187
430
$423K 0.02%
10,460
-86
431
$414K 0.02%
14,162
-100
432
$414K 0.02%
+12,665
433
$408K 0.02%
15,490
+134
434
$405K 0.02%
+6,575
435
$403K 0.02%
16,144
-209
436
$403K 0.02%
12,699
-3,425
437
$397K 0.02%
17,878
438
$394K 0.02%
10,022
439
$391K 0.02%
10,444
+4
440
$381K 0.02%
16,084
-600
441
$378K 0.02%
17,550
+582
442
$357K 0.02%
19,552
+10
443
$351K 0.02%
+12,695
444
$337K 0.02%
20,003
-978
445
$332K 0.02%
+14,967
446
$330K 0.02%
15,816
-250
447
$328K 0.01%
+15,478
448
$322K 0.01%
12,821
-3,662
449
$308K 0.01%
30,967
+2,068
450
$307K 0.01%
10,024
-494
16 17
18
19 20