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
$203M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$9.51M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.23M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.91%
2 Technology 2.39%
3 Financials 2.26%
4 Healthcare 1.68%
5 Real Estate 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$848K 0.42%
+32,586
52
$794K 0.39%
+32,015
53
$754K 0.37%
+8,790
54
$752K 0.37%
+8,778
55
$668K 0.33%
+5,306
56
$663K 0.33%
+40,200
57
$646K 0.32%
+181,824
58
$629K 0.31%
+7,646
59
$626K 0.31%
+26,106
60
$600K 0.3%
+23,950
61
$599K 0.29%
+8,639
62
$593K 0.29%
+15,088
63
$558K 0.27%
+3,219
64
$549K 0.27%
+21,680
65
$532K 0.26%
+73,568
66
$525K 0.26%
+17,002
67
$504K 0.25%
+39,531
68
$487K 0.24%
+6,060
69
$481K 0.24%
+6,704
70
$479K 0.24%
+8,312
71
$474K 0.23%
+19,055
72
$471K 0.23%
+5,997
73
$440K 0.22%
+4,370
74
$438K 0.22%
+9,761
75
$434K 0.21%
+8,078
1 2
3
4 5