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
$149M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.94M
3
+$3.57M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$2.44M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.25M

Top Sells

1
+$14M
2
+$9.85M
3
+$8.94M
4
FSK icon
FS KKR Capital
FSK
+$8.45M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.05M

Sector Composition

1 Financials 5.44%
2 Healthcare 2.78%
3 Communication Services 2.15%
4 Energy 1.9%
5 Technology 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.1%
32,640
+426
27
$1.59M 1.07%
15,490
+1,728
28
$1.48M 1%
15,251
+4,942
29
$1.48M 1%
26,747
+6,095
30
$1.48M 0.99%
22,144
+4,937
31
$1.39M 0.93%
35,855
+134
32
$1.3M 0.87%
28,128
+5,943
33
$1.18M 0.79%
40,700
+5,401
34
$1.16M 0.78%
+10,564
35
$1.1M 0.74%
16,655
+2,520
36
$1.06M 0.71%
+19,540
37
$1.02M 0.68%
+22,119
38
$999K 0.67%
23,878
+7,835
39
$982K 0.66%
+11,636
40
$936K 0.63%
11,789
+1,467
41
$907K 0.61%
29,613
+5,391
42
$900K 0.6%
67,383
+9,804
43
$861K 0.58%
+33,575
44
$834K 0.56%
+16,711
45
$770K 0.52%
55,910
+7,424
46
$749K 0.5%
+12,478
47
$734K 0.49%
+28,542
48
$726K 0.49%
55,720
+10,084
49
$719K 0.48%
102,992
+17,102
50
$713K 0.48%
48,303
-5,108
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2
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