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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.61M 0.47%
161,182
+14,659
52
$5.53M 0.46%
52,919
+2,976
53
$5.45M 0.45%
210,575
-197,161
54
$5.42M 0.45%
181,089
+2,721
55
$5.42M 0.45%
105,192
-738
56
$5.31M 0.44%
152,691
-383,486
57
$5.24M 0.43%
243,351
+25,787
58
$5.21M 0.43%
227,156
+4,015
59
$5.07M 0.42%
108,618
+33,255
60
$5.06M 0.42%
54,726
+47
61
$4.85M 0.4%
76,138
+38,664
62
$4.84M 0.4%
228,008
-147,582
63
$4.74M 0.39%
44,922
+1,389
64
$4.69M 0.39%
143,644
+5,199
65
$4.62M 0.38%
89,245
+20,783
66
$4.49M 0.37%
13,284
+273
67
$4.35M 0.36%
144,128
+15,207
68
$4.21M 0.35%
84,510
+23,767
69
$4.16M 0.34%
31,134
+438
70
$4.15M 0.34%
26,992
+995
71
$4.15M 0.34%
113,416
+3,016
72
$4.14M 0.34%
16,272
+10
73
$4.13M 0.34%
+19,187
74
$4.13M 0.34%
298,477
-1,299
75
$4.01M 0.33%
77,230
+30,098
1 2
3
4 5