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
$616M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.6M
3
+$10.1M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$10M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$9.83M

Top Sells

1
+$24.7M
2
+$15.4M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.97M
5
T icon
AT&T
T
+$8.72M

Sector Composition

1 Financials 6.39%
2 Technology 5.79%
3 Communication Services 4.78%
4 Energy 4.77%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.09M 1.15%
442,392
+278,703
27
$7.08M 1.15%
+206,641
28
$6.96M 1.13%
250,676
+8,736
29
$6.83M 1.11%
63,256
+6,342
30
$6.52M 1.06%
43,054
+380
31
$6.37M 1.03%
119,241
-5,631
32
$6.36M 1.03%
+74,358
33
$5.9M 0.96%
81,322
+1,162
34
$5.78M 0.94%
55,110
-17,090
35
$5.62M 0.91%
91,726
+32,625
36
$5.46M 0.89%
106,417
-63,796
37
$5.36M 0.87%
+167,321
38
$5.25M 0.85%
752,736
+499,720
39
$4.65M 0.76%
151,039
-12,036
40
$4.61M 0.75%
83,584
-9,645
41
$4.57M 0.74%
162,914
-46,484
42
$4.49M 0.73%
+42,871
43
$4.46M 0.72%
+75,234
44
$4.31M 0.7%
+34,006
45
$4.25M 0.69%
50,519
-3,986
46
$4.22M 0.68%
190,747
+84,689
47
$4.18M 0.68%
47,286
+1,449
48
$4.16M 0.67%
34,950
-2,644
49
$4.05M 0.66%
273,230
-17,360
50
$3.96M 0.64%
17,736
-40,103
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