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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.26M 0.43%
142,124
+12,336
52
$8.14M 0.42%
63,452
+39,790
53
$7.69M 0.4%
36,320
-4,016
54
$7.39M 0.39%
187,201
+2,281
55
$7.18M 0.37%
97,956
+11,687
56
$7.15M 0.37%
13,713
-636
57
$7.12M 0.37%
20,209
-2,124
58
$7.11M 0.37%
27,928
-11,402
59
$7.07M 0.37%
89,654
+75,593
60
$7.05M 0.37%
29,031
+4,985
61
$6.85M 0.36%
58,671
+6,232
62
$6.77M 0.35%
49,961
-5,778
63
$6.59M 0.34%
29,038
+11,503
64
$6.58M 0.34%
55,752
+960
65
$6.49M 0.34%
141,734
+3,353
66
$6.44M 0.34%
42,286
+9,649
67
$6.34M 0.33%
67,557
+31,311
68
$6.17M 0.32%
28,824
+488
69
$6.14M 0.32%
+60,262
70
$6.09M 0.32%
218,017
+2,351
71
$5.9M 0.31%
114,384
-2,586
72
$5.88M 0.31%
109,401
+3,022
73
$5.87M 0.31%
191,321
-38,774
74
$5.81M 0.3%
252,054
-6,187
75
$5.79M 0.3%
194,911
-8,050
1 2
3
4 5