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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.16M 0.48%
58,557
-6,788
52
$5.08M 0.47%
223,141
+73,958
53
$5.02M 0.46%
41,768
-6,314
54
$5M 0.46%
105,930
-19,494
55
$4.98M 0.46%
49,943
-83,932
56
$4.96M 0.46%
54,679
+3,820
57
$4.92M 0.45%
217,564
-44,007
58
$4.79M 0.44%
105,267
-18,524
59
$4.73M 0.44%
146,523
-6,992
60
$4.72M 0.44%
95,715
-26,424
61
$4.63M 0.43%
46,102
-61,431
62
$4.51M 0.42%
20,868
-3,911
63
$4.4M 0.41%
43,533
-21,379
64
$4.31M 0.4%
+138,445
65
$4.27M 0.39%
447,400
-24,720
66
$4.24M 0.39%
299,776
+3,444
67
$4.19M 0.39%
+46,746
68
$4.15M 0.38%
16,262
-1,659
69
$4.09M 0.38%
30,696
+1,189
70
$4.04M 0.37%
68,462
-19,641
71
$3.94M 0.36%
59,482
-28,722
72
$3.93M 0.36%
13,011
-11,982
73
$3.88M 0.36%
110,400
+7,981
74
$3.79M 0.35%
25,997
-3,821
75
$3.79M 0.35%
82,014
-16,204
1 2
3
4 5