MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Fund
S&P 500
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
+$46.7M
2
+$8.48M
3
+$7.79M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.08M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.78M

Top Sells

1
+$14.3M
2
+$11.3M
3
+$8.31M
4
AAPL icon
Apple
AAPL
+$7.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$7.68M

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
451
$205K 0.01%
+12,143
452
$201K 0.01%
20,699
-2,268
453
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-12,161
454
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-10,179
455
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-3,334
456
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-10,743
457
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-14,150
458
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-54,133
459
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-37,764
460
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-12,427
461
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-42,303
462
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-10,117
463
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-52,100
464
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-20,781
465
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-70,295
466
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-14,931
467
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-15,434
468
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-135,352
469
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-44,880
470
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-13,693
471
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-6,302
472
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-52,666
473
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-2,850
474
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-14,270
475
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-10,427
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