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
SPDR Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
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
426
$383K 0.02%
17,915
+365
427
$377K 0.02%
12,827
+2,476
428
$377K 0.02%
14,126
+1,431
429
$368K 0.02%
15,478
430
$365K 0.02%
13,306
-2,932
431
$359K 0.02%
+10,936
432
$356K 0.02%
+1,403
433
$354K 0.02%
16,781
-10,398
434
$345K 0.02%
19,561
+9
435
$316K 0.02%
14,293
-3,585
436
$310K 0.02%
14,021
-946
437
$308K 0.02%
14,260
438
$299K 0.01%
12,430
439
$294K 0.01%
20,803
+3,311
440
$294K 0.01%
+16,331
441
$289K 0.01%
14,072
+2,623
442
$284K 0.01%
13,099
+2,550
443
$276K 0.01%
6,204
+15
444
$270K 0.01%
52,100
445
$259K 0.01%
11,786
-399
446
$259K 0.01%
36,025
+68
447
$257K 0.01%
+10,475
448
$254K 0.01%
12,053
+1
449
$250K 0.01%
10,560
-218
450
$245K 0.01%
17,752
+85
16 17
18
19 20