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
$203M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$9.51M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.23M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.91%
2 Technology 2.39%
3 Financials 2.26%
4 Healthcare 1.68%
5 Real Estate 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.17%
+55,162
27
$2.21M 1.09%
+88,875
28
$2.18M 1.07%
+158,948
29
$2.04M 1%
+46,658
30
$1.94M 0.95%
+144,549
31
$1.93M 0.95%
+15,035
32
$1.8M 0.88%
+13,754
33
$1.77M 0.87%
+123,825
34
$1.63M 0.8%
+57,085
35
$1.61M 0.79%
+266,088
36
$1.44M 0.71%
+11,409
37
$1.29M 0.63%
+68,655
38
$1.26M 0.62%
+31,528
39
$1.22M 0.6%
+20,344
40
$1.22M 0.6%
+23,127
41
$1.21M 0.6%
+21,983
42
$1.14M 0.56%
+9,840
43
$1.13M 0.56%
+42,278
44
$1.1M 0.54%
+38,812
45
$959K 0.47%
+9,171
46
$925K 0.46%
+13,529
47
$920K 0.45%
+8,352
48
$920K 0.45%
+4,668
49
$905K 0.45%
+8,733
50
$861K 0.42%
+48,698
1
2
3 4 5