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
$313M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.4M
3
+$9.64M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.64M
5
CVX icon
Chevron
CVX
+$8.17M

Top Sells

1
+$123M
2
+$10.6M
3
+$8.29M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.07M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.98M

Sector Composition

1 Technology 7.1%
2 Communication Services 4.68%
3 Energy 3.87%
4 Industrials 3.8%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 1.29%
+51,628
27
$3.94M 1.26%
+25,869
28
$3.94M 1.26%
+37,549
29
$3.88M 1.24%
35,590
-4,845
30
$3.36M 1.07%
+30,415
31
$3.32M 1.06%
+33,449
32
$3.1M 0.99%
22,905
+200
33
$3.01M 0.96%
+33,448
34
$2.78M 0.89%
29,186
-720
35
$2.75M 0.88%
34,511
+8,013
36
$2.75M 0.88%
33,870
+3,352
37
$2.64M 0.84%
52,218
+19,578
38
$2.59M 0.83%
89,715
+31,080
39
$2.57M 0.82%
+38,622
40
$2.55M 0.81%
+23,043
41
$2.44M 0.78%
28,223
+1,408
42
$2.42M 0.77%
+95,232
43
$2.31M 0.74%
+71,491
44
$2.3M 0.73%
159,858
-300
45
$2.24M 0.71%
48,361
+26,242
46
$2.17M 0.69%
+98,602
47
$2.12M 0.68%
75,247
+45,634
48
$2.04M 0.65%
59,478
-13,987
49
$2M 0.64%
+195,300
50
$1.99M 0.64%
+136,557
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