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
451
$241K 0.01%
17,386
+3,600
452
$238K 0.01%
+38,640
453
$237K 0.01%
14,487
-5,516
454
$236K 0.01%
12,665
455
$229K 0.01%
93,663
456
$229K 0.01%
+11,570
457
$225K 0.01%
22,967
-8,000
458
$217K 0.01%
13,066
-2,750
459
$215K 0.01%
54,133
+32
460
$213K 0.01%
14,931
+2,351
461
$204K 0.01%
+880
462
– –
-1,106
463
– –
-17,693
464
– –
-14,101
465
– –
-14,815
466
– –
-26,736
467
– –
-16,084
468
– –
-300,080
469
– –
-72,060
470
– –
-21,574
471
– –
-10,750
472
– –
-28,937
473
– –
-83,122
474
– –
-84,648
475
– –
-20,988
17 18
19
20 21