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
SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
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
426
$300K 0.01%
27,412
-20,812
427
$290K 0.01%
12,130
-300
428
$288K 0.01%
+15,517
429
$287K 0.01%
26,441
-14,939
430
$283K 0.01%
10,607
-3,555
431
$276K 0.01%
+17,929
432
$276K 0.01%
13,090
+1,037
433
$261K 0.01%
+21,380
434
$257K 0.01%
10,475
435
$253K 0.01%
17,686
+300
436
$248K 0.01%
10,765
-2,334
437
$244K 0.01%
93,663
438
$244K 0.01%
11,184
-3,109
439
$243K 0.01%
+12,800
440
$240K 0.01%
46,494
-60,102
441
$233K 0.01%
+14,100
442
$231K 0.01%
+20,500
443
$226K 0.01%
12,166
-1,906
444
$220K 0.01%
10,385
-1,185
445
$219K 0.01%
13,716
+650
446
$218K 0.01%
+18,554
447
$214K 0.01%
15,524
+1,037
448
$213K 0.01%
46,800
-48,310
449
$210K 0.01%
+51,000
450
$208K 0.01%
3,790
-4,485
16 17
18
19 20