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
$179M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.29M
3
+$3.22M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.66M
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.21M

Top Sells

1
+$12.8M
2
+$5.89M
3
+$2.25M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.54M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.53M

Sector Composition

1 Technology 4.84%
2 Financials 3.75%
3 Healthcare 2.89%
4 Energy 2.57%
5 Real Estate 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$965K 0.54%
34,184
+220
52
$945K 0.53%
30,221
+2,847
53
$907K 0.51%
15,508
+7,071
54
$855K 0.48%
+13,071
55
$818K 0.46%
10,574
-2,787
56
$750K 0.42%
15,421
+611
57
$719K 0.4%
11,542
+771
58
$669K 0.37%
44,274
-698
59
$598K 0.33%
+23,082
60
$587K 0.33%
20,658
-2,322
61
$526K 0.29%
25,934
-5,758
62
$507K 0.28%
20,805
-1,798
63
$506K 0.28%
10,261
+340
64
$494K 0.28%
10,215
+3,039
65
$493K 0.28%
11,431
-2,100
66
$492K 0.27%
10,110
-11
67
$484K 0.27%
11,894
-6,668
68
$483K 0.27%
11,029
+245
69
$447K 0.25%
13,549
-3,936
70
$423K 0.24%
+18,155
71
$372K 0.21%
10,679
-63
72
$362K 0.2%
22,400
+8,410
73
$352K 0.2%
+11,416
74
$351K 0.2%
14,615
+1,215
75
$328K 0.18%
21,337
-2,022
1 2
3
4 5