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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.44M 0.78%
163,344
-30,224
27
$8.8M 0.73%
95,790
+8,077
28
$8.55M 0.71%
260,744
-13,290
29
$8.53M 0.71%
32,572
+597
30
$8.32M 0.69%
41,599
-9,307
31
$8.31M 0.69%
101,340
-1,771
32
$7.96M 0.66%
25,875
+1,397
33
$7.86M 0.65%
52,792
-5,499
34
$7.66M 0.63%
565,800
+118,400
35
$7.53M 0.62%
36,916
+831
36
$7.03M 0.58%
148,959
-27,959
37
$7.01M 0.58%
117,873
+12,977
38
$6.84M 0.57%
138,972
+43,257
39
$6.72M 0.56%
48,372
+6,604
40
$6.65M 0.55%
22,621
+1,753
41
$6.6M 0.55%
76,333
+2,842
42
$6.55M 0.54%
13,106
-220
43
$6.45M 0.53%
79,676
+6,391
44
$6.44M 0.53%
101,797
-4,749
45
$6.29M 0.52%
+291,113
46
$6.16M 0.51%
263,481
-10,766
47
$5.99M 0.5%
180,321
+12,441
48
$5.93M 0.49%
16,699
-2,465
49
$5.82M 0.48%
46,873
-2,016
50
$5.76M 0.48%
239,511
-8,067
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