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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.66%
232,376
-6,969
27
$14.1M 0.64%
35,771
+1,999
28
$13.4M 0.61%
38,476
+3,024
29
$13M 0.59%
217,914
-33,587
30
$12.6M 0.57%
76,249
+3,745
31
$12.4M 0.56%
121,066
+83,216
32
$12.4M 0.56%
618,920
-3,040
33
$12.1M 0.55%
68,911
+13,077
34
$11.8M 0.54%
365,349
+77,664
35
$11.1M 0.5%
105,846
+10,656
36
$11M 0.5%
44,415
+3,745
37
$10.7M 0.49%
130,399
+40,745
38
$10.7M 0.49%
+307,034
39
$10.3M 0.47%
141,734
-360
40
$10.1M 0.46%
36,516
-856
41
$10.1M 0.46%
43,908
-7,606
42
$9.97M 0.45%
72,568
+2,729
43
$9.88M 0.45%
55,353
-11,372
44
$9.84M 0.45%
40,191
+310
45
$9.84M 0.45%
177,172
+5,965
46
$9.66M 0.44%
182,327
+114,696
47
$9.17M 0.42%
31,472
+2,441
48
$9.14M 0.41%
258,474
-258,537
49
$9.13M 0.41%
86,603
+35,879
50
$9.1M 0.41%
131,418
+112,984
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