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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 0.64%
38,701
+225
27
$12.6M 0.62%
129,213
+8,147
28
$12.3M 0.6%
209,672
-8,242
29
$12M 0.59%
403,039
-139,502
30
$11.9M 0.58%
80,779
+21,502
31
$11.8M 0.58%
114,557
+8,711
32
$11.8M 0.58%
49,439
+9,248
33
$11.8M 0.57%
72,776
-3,473
34
$11.7M 0.57%
47,280
+2,865
35
$11.4M 0.56%
186,056
+45,035
36
$11.4M 0.56%
353,111
-12,238
37
$11.3M 0.55%
151,448
-28,744
38
$11.2M 0.55%
51,324
+7,416
39
$11.1M 0.54%
139,691
+9,292
40
$10.8M 0.53%
79,421
+6,853
41
$10.4M 0.51%
334,847
+143,821
42
$10.2M 0.5%
56,760
+1,407
43
$9.96M 0.49%
22,469
+674
44
$9.8M 0.48%
179,020
+1,848
45
$9.73M 0.48%
259,202
+13,581
46
$9.69M 0.47%
131,763
-9,971
47
$9.62M 0.47%
35,235
-1,281
48
$9.46M 0.46%
91,703
+4,954
49
$8.93M 0.44%
103,794
-278,934
50
$8.9M 0.43%
59,599
+6,465
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