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
$261M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.67M
3
+$5.52M
4
FSK icon
FS KKR Capital
FSK
+$4.66M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.53M

Top Sells

1
+$10M
2
+$5.89M
3
+$3.94M
4
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$3.44M
5
IYG icon
iShares US Financial Services ETF
IYG
+$2.82M

Sector Composition

1 Financials 6.35%
2 Technology 4.26%
3 Energy 2.74%
4 Healthcare 2.2%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.58%
59,002
+45,992
52
$1.41M 0.54%
+20,953
53
$1.41M 0.54%
+50,210
54
$1.38M 0.53%
35,721
+4,703
55
$1.38M 0.53%
14,007
+1,280
56
$1.37M 0.53%
+15,240
57
$1.35M 0.52%
+10,108
58
$1.32M 0.5%
10,890
+763
59
$1.28M 0.49%
13,762
-9,864
60
$1.28M 0.49%
17,553
-6,819
61
$1.27M 0.49%
18,214
+2,497
62
$1.27M 0.49%
17,176
+2,469
63
$1.23M 0.47%
+23,046
64
$1.19M 0.46%
+24,385
65
$1.17M 0.45%
23,548
+1,176
66
$1.15M 0.44%
+10,780
67
$1.12M 0.43%
34,276
+6,601
68
$1.09M 0.42%
49,726
+21,787
69
$1.08M 0.42%
+10,694
70
$1.08M 0.41%
17,207
-1,872
71
$1.03M 0.39%
34,089
+188
72
$1.02M 0.39%
31,064
-31,356
73
$1M 0.38%
38,326
+2,765
74
$989K 0.38%
35,299
+7,579
75
$969K 0.37%
+12,830
1 2
3
4 5