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
501
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-52,666
502
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-2,850
503
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-10,119
504
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-37,730
505
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-11,774
506
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-11,091
507
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-15,478
508
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-12,906
509
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-17,752
510
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-10,876
511
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-12,161
512
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-10,179
513
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-3,334
514
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-36,025
515
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-28,156
516
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-10,390
517
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-16,781
518
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-235,204
519
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-38,890
520
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-32,235
521
– –
-19,561
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