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
$616M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.6M
3
+$10.1M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$10M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$9.83M

Top Sells

1
+$24.7M
2
+$15.4M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.97M
5
T icon
AT&T
T
+$8.72M

Sector Composition

1 Financials 6.39%
2 Technology 5.79%
3 Communication Services 4.78%
4 Energy 4.77%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.56%
51,710
+2,407
52
$3.46M 0.56%
21,231
-42,846
53
$3.36M 0.55%
+21,590
54
$3.35M 0.54%
13,404
-1,391
55
$3.34M 0.54%
104,051
-271,519
56
$3.16M 0.51%
+378,433
57
$3.1M 0.5%
28,276
-51,555
58
$3.04M 0.49%
+27,569
59
$2.94M 0.48%
+113,827
60
$2.79M 0.45%
12,408
+862
61
$2.54M 0.41%
+20,855
62
$2.39M 0.39%
+31,571
63
$2.37M 0.38%
47,006
+327
64
$2.36M 0.38%
25,246
+2,456
65
$2.35M 0.38%
+155,013
66
$2.32M 0.38%
30,976
+1,600
67
$2.31M 0.38%
+14,453
68
$2.16M 0.35%
+42,728
69
$2.08M 0.34%
50,115
+33,315
70
$2.05M 0.33%
99,900
+60,948
71
$2.01M 0.33%
+56,103
72
$2.01M 0.33%
14,971
-1,265
73
$1.92M 0.31%
34,147
-70,871
74
$1.9M 0.31%
68,942
-4,349
75
$1.89M 0.31%
87,472
-350
1 2
3
4 5