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
$702M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.4M
3
+$15.3M
4
VTV icon
Vanguard Value ETF
VTV
+$14.3M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$10.3M

Top Sells

1
+$13M
2
+$9.44M
3
+$8.62M
4
MBB icon
iShares MBS ETF
MBB
+$5.4M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.9M

Sector Composition

1 Technology 7.7%
2 Financials 6.46%
3 Healthcare 4.56%
4 Communication Services 4.23%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4M 0.57%
59,101
-5,484
52
$3.94M 0.56%
37,594
-3,123
53
$3.94M 0.56%
124,094
+16,385
54
$3.92M 0.56%
26,331
-1,882
55
$3.69M 0.53%
49,303
+1,804
56
$3.59M 0.51%
15,460
57
$3.55M 0.51%
+14,795
58
$3.52M 0.5%
+57,538
59
$3.52M 0.5%
27,426
-67,214
60
$3.49M 0.5%
+116,185
61
$3.46M 0.49%
+55,510
62
$3.19M 0.45%
+14,906
63
$3.12M 0.44%
28,037
+10,933
64
$3.11M 0.44%
+10,370
65
$3.02M 0.43%
+25,030
66
$3M 0.43%
76,079
+13,617
67
$2.97M 0.42%
50,277
-9,368
68
$2.79M 0.4%
29,332
-7,840
69
$2.62M 0.37%
21,058
+4,674
70
$2.51M 0.36%
11,546
-6,020
71
$2.49M 0.35%
163,689
-37,863
72
$2.48M 0.35%
108,114
+43,290
73
$2.4M 0.34%
38,616
+3,624
74
$2.28M 0.33%
+10,176
75
$2.26M 0.32%
+45,170
1 2
3
4 5