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
$216M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.1M
3
+$4.72M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.46M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$2.65M

Top Sells

1
+$28.4M
2
+$11.1M
3
+$7.49M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.97M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$5.8M

Sector Composition

1 Technology 4.05%
2 Healthcare 3.39%
3 Financials 3.34%
4 Industrials 2.44%
5 Energy 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.47%
13,361
+4,620
52
$993K 0.46%
27,374
+3,938
53
$902K 0.42%
21,361
+15,275
54
$879K 0.41%
33,964
+1,360
55
$862K 0.4%
18,562
+9,986
56
$755K 0.35%
8,922
+40
57
$745K 0.35%
8,177
+1,318
58
$744K 0.34%
10,771
+1,891
59
$732K 0.34%
+11,086
60
$725K 0.34%
5,579
+2,977
61
$715K 0.33%
8,446
+1,997
62
$697K 0.32%
24,357
+13,887
63
$693K 0.32%
14,810
+7,735
64
$650K 0.3%
44,972
+6,126
65
$647K 0.3%
22,980
-2,879
66
$617K 0.29%
31,692
+2,140
67
$608K 0.28%
13,531
+3,225
68
$589K 0.27%
9,408
+1,194
69
$581K 0.27%
136,032
-76,608
70
$575K 0.27%
+6,095
71
$569K 0.26%
7,742
72
$542K 0.25%
4,770
+242
73
$540K 0.25%
22,603
+2,864
74
$538K 0.25%
+5,742
75
$522K 0.24%
+5,572
1 2
3
4 5