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
$216M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.1M
3
+$4.72M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.46M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$2.65M

Top Sells

1
+$28.4M
2
+$11.1M
3
+$7.49M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.97M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$5.8M

Sector Composition

1 Technology 4.05%
2 Healthcare 3.39%
3 Financials 3.34%
4 Industrials 2.44%
5 Energy 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.96%
52,168
+43,748
27
$1.91M 0.89%
17,034
+5,268
28
$1.88M 0.87%
+70,988
29
$1.73M 0.8%
15,111
+438
30
$1.73M 0.8%
11,519
+1,397
31
$1.64M 0.76%
13,075
+2,158
32
$1.57M 0.73%
+13,982
33
$1.55M 0.72%
+61,480
34
$1.54M 0.72%
15,270
+4,830
35
$1.53M 0.71%
80,676
+10,191
36
$1.48M 0.68%
24,298
+5,825
37
$1.47M 0.68%
58,045
+8,167
38
$1.44M 0.67%
26,537
+4,155
39
$1.4M 0.65%
35,704
+5,768
40
$1.36M 0.63%
+17,444
41
$1.33M 0.62%
6,444
+4,032
42
$1.3M 0.6%
+6,775
43
$1.28M 0.59%
22,593
+1,927
44
$1.25M 0.58%
+10,461
45
$1.24M 0.57%
31,385
+809
46
$1.23M 0.57%
15,147
-1,039
47
$1.2M 0.56%
9,908
+2,604
48
$1.18M 0.55%
21,571
+2,653
49
$1.17M 0.54%
40,465
-19,555
50
$1.02M 0.47%
6,637
+3,873
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