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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.4M 0.77%
274,034
-231,943
27
$8.21M 0.76%
58,291
-2,893
28
$8.15M 0.75%
69,380
-26,088
29
$8.14M 0.75%
+176,918
30
$7.72M 0.71%
87,713
+3,084
31
$7.6M 0.7%
31,975
-1,969
32
$7.54M 0.7%
71,311
-28,132
33
$7.03M 0.65%
36,085
-496
34
$6.99M 0.64%
24,478
-1,534
35
$6.61M 0.61%
178,368
+164,078
36
$6.45M 0.59%
13,326
-1,849
37
$6.38M 0.59%
274,247
+39,845
38
$6.36M 0.59%
73,491
-14,141
39
$6.27M 0.58%
106,546
+11,525
40
$6.22M 0.57%
34,211
+6,215
41
$5.84M 0.54%
19,164
+1,143
42
$5.81M 0.54%
51,584
-54,084
43
$5.77M 0.53%
73,285
-10,096
44
$5.74M 0.53%
104,896
-13,239
45
$5.68M 0.52%
247,578
+163,135
46
$5.58M 0.51%
34,164
-17,720
47
$5.57M 0.51%
167,880
+25,442
48
$5.53M 0.51%
48,889
-24,870
49
$5.45M 0.5%
80,717
-16,388
50
$5.43M 0.5%
103,111
-551,517
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