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
476
$199K 0.01%
+51,006
477
$198K 0.01%
+20,988
478
$198K 0.01%
10,603
479
$196K 0.01%
+20,000
480
$196K 0.01%
11,360
-23,253
481
$195K 0.01%
+10,591
482
$193K 0.01%
+13,786
483
$190K 0.01%
+27,720
484
$183K 0.01%
+12,580
485
$182K 0.01%
+14,100
486
$178K 0.01%
+11,290
487
$174K 0.01%
+16,378
488
$173K 0.01%
17,468
-125
489
$170K 0.01%
1,592
-496
490
$168K 0.01%
+52,881
491
$165K 0.01%
+12,449
492
$165K 0.01%
10,772
-9,215
493
$158K 0.01%
+16,466
494
$157K 0.01%
+1,080
495
$148K 0.01%
+14,500
496
$148K 0.01%
12,958
-46,166
497
$147K 0.01%
+26,003
498
$131K 0.01%
+10,660
499
$127K 0.01%
+14,049
500
$95K ﹤0.01%
+16,000
18 19
20
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