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
$191M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$990K
3
+$953K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$887K
5
IAU icon
iShares Gold Trust
IAU
+$854K

Top Sells

1
+$7.5M
2
+$4.39M
3
+$4.35M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.82M
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.72M

Sector Composition

1 Energy 5.76%
2 Technology 3.35%
3 Financials 2.44%
4 Healthcare 1.85%
5 Real Estate 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.3%
6,859
+862
52
$557K 0.29%
23,590
-360
53
$545K 0.28%
+8,741
54
$538K 0.28%
21,280
-400
55
$537K 0.28%
24,513
-1,593
56
$526K 0.27%
4,528
-10,507
57
$516K 0.27%
40,149
+618
58
$503K 0.26%
29,552
-19,146
59
$502K 0.26%
2,764
-455
60
$501K 0.26%
19,739
-12,847
61
$501K 0.26%
+7,742
62
$495K 0.26%
8,214
-98
63
$481K 0.25%
14,060
+7,355
64
$472K 0.25%
2,412
-2,256
65
$453K 0.24%
+38,240
66
$446K 0.23%
6,449
-255
67
$445K 0.23%
9,945
+184
68
$431K 0.23%
29,133
+8,692
69
$427K 0.22%
11,280
-3,808
70
$413K 0.22%
8,078
71
$412K 0.22%
9,705
+1,020
72
$412K 0.22%
9,758
-36,900
73
$409K 0.21%
9,395
+890
74
$408K 0.21%
5,016
-1,044
75
$398K 0.21%
8,576
+811
1 2
3
4 5