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
$2.37B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.7M
3
+$11.4M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.1M
5
PBTP icon
Invesco 0-5 Yr US TIPS ETF
PBTP
+$10.6M

Top Sells

1
+$16.6M
2
+$13.2M
3
+$13M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$8.07M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.99M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 4.62%
3 Financials 3.4%
4 Consumer Staples 2.7%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
451
Marvell Technology
MRVL
$71.6B
$589K 0.02%
12,752
+782
DUSA icon
452
Davis Select US Equity ETF
DUSA
$932M
$588K 0.02%
21,285
+524
AVIG icon
453
Avantis Core Fixed Income ETF
AVIG
$1.48B
$587K 0.02%
+13,676
AB icon
454
AllianceBernstein
AB
$3.57B
$581K 0.02%
13,916
+1,200
EUDG icon
455
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$85.6M
$576K 0.02%
21,923
+4,856
BLOK icon
456
Amplify Blockchain Technology ETF
BLOK
$1.1B
$573K 0.02%
29,028
-15,676
KIE icon
457
State Street SPDR S&P Insurance ETF
KIE
$674M
$571K 0.02%
+14,928
DFAT icon
458
Dimensional US Targeted Value ETF
DFAT
$12.3B
$570K 0.02%
+14,038
HPQ icon
459
HP
HPQ
$21.5B
$569K 0.02%
17,714
+3,275
OBDC icon
460
Blue Owl Capital
OBDC
$6.49B
$569K 0.02%
44,970
+11,484
PTLC icon
461
Pacer Trendpilot US Large Cap ETF
PTLC
$3.38B
$560K 0.02%
14,916
+1,287
LUMN icon
462
Lumen
LUMN
$8.04B
$558K 0.02%
50,951
-2,663
SWIR
463
DELISTED
Sierra Wireless
SWIR
$540K 0.02%
+22,160
UL icon
464
Unilever
UL
$142B
$528K 0.02%
11,513
+1,258
PCG icon
465
PG&E
PCG
$34.8B
$522K 0.02%
51,987
-1,202
GSG icon
466
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.06B
$514K 0.02%
+22,967
DBC icon
467
Invesco DB Commodity Index Tracking Fund
DBC
$1.24B
$509K 0.02%
19,860
+1,280
VALE icon
468
Vale
VALE
$54.5B
$506K 0.02%
34,837
+8,350
C icon
469
Citigroup
C
$202B
$493K 0.02%
10,611
-360
ICLN icon
470
iShares Global Clean Energy ETF
ICLN
$1.86B
$491K 0.02%
25,584
-3,336
FIVA icon
471
Fidelity International Value Factor ETF
FIVA
$321M
$489K 0.02%
24,390
-1,114
KWEB icon
472
KraneShares CSI China Internet ETF
KWEB
$8.71B
$488K 0.02%
+14,842
IFRA icon
473
iShares US Infrastructure ETF
IFRA
$3.2B
$477K 0.02%
+14,018
ARKF icon
474
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.12B
$476K 0.02%
27,777
+138
URA icon
475
Global X Uranium ETF
URA
$5.15B
$475K 0.02%
24,857
-6,832
17 18
19
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