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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 0.75%
251,501
+15,207
27
$13.7M 0.71%
85,557
-5,749
28
$13.5M 0.7%
239,345
-21
29
$12.6M 0.66%
35,212
-2,010
30
$12.3M 0.64%
33,772
+5,092
31
$11.9M 0.62%
72,504
-1,764
32
$11.4M 0.59%
51,514
+20,545
33
$11.2M 0.59%
66,725
+4,792
34
$10.6M 0.55%
+210,195
35
$10.4M 0.54%
35,452
-1,621
36
$10.3M 0.54%
205,635
+28,996
37
$10.3M 0.54%
55,834
+4,271
38
$9.86M 0.51%
201,059
+1,171
39
$9.83M 0.51%
73,994
+7,736
40
$9.62M 0.5%
95,190
+12,708
41
$9.55M 0.5%
37,372
-5,152
42
$9.36M 0.49%
72,067
-44,054
43
$9.3M 0.49%
40,670
-373
44
$9.25M 0.48%
142,094
-64,261
45
$9.23M 0.48%
287,685
+32,801
46
$9.18M 0.48%
69,839
+17,104
47
$9.07M 0.47%
59,852
-1,821
48
$8.96M 0.47%
+171,207
49
$8.7M 0.45%
39,881
+285
50
$8.3M 0.43%
621,960
+360
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2
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