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
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
State Street 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
451
$205K 0.01%
+12,143
452
$201K 0.01%
20,699
-2,268
453
– –
-12,590
454
– –
-10,876
455
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-12,161
456
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-10,179
457
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-3,334
458
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-10,186
459
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-12,572
460
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-10,022
461
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-38,640
462
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-77,175
463
– –
-25,263
464
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-6,204
465
– –
-880
466
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-16,614
467
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-26,185
468
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-14,270
469
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-10,427
470
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-32,473
471
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-15,000
472
– –
-12,665
473
– –
-16,144
474
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-14,150
475
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-54,133
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