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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$8.74M
3
+$7.76M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.06M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 0.66%
461,070
+255,308
27
$13.9M 0.65%
132,100
+2,887
28
$13.8M 0.65%
154,623
+14,932
29
$13.5M 0.63%
41,899
-13,772
30
$13.2M 0.62%
42,998
-14,691
31
$12.5M 0.59%
22,054
-415
32
$12.4M 0.58%
83,847
+4,426
33
$12.3M 0.58%
235,248
+75,991
34
$12.2M 0.57%
209,238
+30,218
35
$12M 0.56%
262,101
+131,868
36
$11.9M 0.56%
75,853
-6,569
37
$11.3M 0.53%
388,258
+300,519
38
$11.1M 0.52%
32,831
-5,870
39
$11.1M 0.52%
182,782
-3,274
40
$10.8M 0.51%
61,579
+1,980
41
$10.7M 0.5%
51,142
-5,618
42
$10.7M 0.5%
344,920
+99,587
43
$10.5M 0.49%
39,705
-7,575
44
$10.4M 0.49%
80,884
+28,740
45
$10.4M 0.49%
122,845
+31,526
46
$10M 0.47%
44,295
-5,144
47
$9.94M 0.47%
58,009
-14,767
48
$9.74M 0.46%
193,029
+40,019
49
$9.63M 0.45%
32,033
-3,202
50
$9.58M 0.45%
81,113
-10,590
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