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
$179M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.29M
3
+$3.22M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.66M
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.21M

Top Sells

1
+$12.8M
2
+$5.89M
3
+$2.25M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.54M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.53M

Sector Composition

1 Technology 4.84%
2 Financials 3.75%
3 Healthcare 2.89%
4 Energy 2.57%
5 Real Estate 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.16%
10,102
+8,285
27
$2.01M 1.12%
16,153
-3,406
28
$2M 1.12%
18,351
+1,317
29
$1.98M 1.11%
294,368
-46,632
30
$1.95M 1.09%
135,171
-16,674
31
$1.85M 1.04%
11,980
+461
32
$1.84M 1.03%
14,520
+1,445
33
$1.67M 0.93%
14,390
-721
34
$1.65M 0.92%
21,176
+17,492
35
$1.65M 0.92%
+19,372
36
$1.49M 0.83%
27,222
+685
37
$1.44M 0.81%
54,921
-16,067
38
$1.44M 0.8%
17,465
+21
39
$1.36M 0.76%
33,926
-1,778
40
$1.29M 0.72%
11,342
-2,640
41
$1.25M 0.7%
23,025
+1,454
42
$1.21M 0.68%
20,560
-2,033
43
$1.18M 0.66%
29,314
-2,071
44
$1.15M 0.64%
17,933
-6,365
45
$1.13M 0.63%
10,479
+18
46
$1.12M 0.63%
45,502
-12,543
47
$1.12M 0.62%
13,890
-1,257
48
$1.12M 0.62%
11,370
+5,275
49
$1.11M 0.62%
9,306
-602
50
$996K 0.56%
10,761
+5,019
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