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
451
$306K 0.01%
26,736
+3,935
452
$304K 0.01%
12,430
453
$301K 0.01%
+10,351
454
$294K 0.01%
14,260
+1,108
455
$292K 0.01%
+12,185
456
$287K 0.01%
15,115
-800
457
$286K 0.01%
+52,100
458
$283K 0.01%
35,957
+64
459
$280K 0.01%
6,189
-1,379
460
$280K 0.01%
26,821
-1,998
461
$273K 0.01%
1,106
+33
462
$269K 0.01%
618
+42
463
$264K 0.01%
10,778
464
$253K 0.01%
12,052
+50
465
$250K 0.01%
+17,492
466
$246K 0.01%
+17,667
467
$244K 0.01%
10,549
-2,635
468
$243K 0.01%
11,449
-4,266
469
$239K 0.01%
93,663
+117
470
$223K 0.01%
+7,062
471
$223K 0.01%
+10,781
472
$219K 0.01%
54,101
+30
473
$219K 0.01%
+20,460
474
$204K 0.01%
12,008
-478
475
$201K 0.01%
+26,961
17 18
19
20 21