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
$313M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.4M
3
+$9.64M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.64M
5
CVX icon
Chevron
CVX
+$8.17M

Top Sells

1
+$123M
2
+$10.6M
3
+$8.29M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.07M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.98M

Sector Composition

1 Technology 7.1%
2 Communication Services 4.68%
3 Energy 3.87%
4 Industrials 3.8%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.6%
+16,576
52
$1.82M 0.58%
+85,641
53
$1.69M 0.54%
+58,252
54
$1.66M 0.53%
+58,828
55
$1.62M 0.52%
247,784
-35,832
56
$1.6M 0.51%
+28,506
57
$1.59M 0.51%
220,594
+117,602
58
$1.58M 0.5%
+37,988
59
$1.53M 0.49%
14,138
-11,458
60
$1.52M 0.49%
+10,717
61
$1.5M 0.48%
+58,402
62
$1.42M 0.45%
+50,565
63
$1.33M 0.43%
14,145
-1,106
64
$1.33M 0.43%
+16,569
65
$1.2M 0.38%
25,100
+3,177
66
$1.2M 0.38%
+19,742
67
$1.18M 0.38%
26,816
+2,938
68
$1.15M 0.37%
+11,195
69
$1.12M 0.36%
+20,460
70
$1.09M 0.35%
+12,978
71
$1.02M 0.32%
+46,978
72
$991K 0.32%
+9,276
73
$973K 0.31%
+17,823
74
$969K 0.31%
+36,901
75
$952K 0.3%
+39,881
1 2
3
4 5