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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.09M 0.41%
86,749
+33,608
52
$9.05M 0.41%
67,412
-4,655
53
$9.01M 0.41%
245,621
+83,568
54
$8.86M 0.4%
244,389
+167,211
55
$8.79M 0.4%
172,714
+62,230
56
$8.66M 0.39%
141,021
+121,170
57
$8.64M 0.39%
59,277
+15,168
58
$8.62M 0.39%
21,795
+1,586
59
$8.27M 0.38%
35,381
-939
60
$8.27M 0.37%
147,586
+5,462
61
$7.98M 0.36%
50,311
-9,541
62
$7.85M 0.36%
53,134
-20,860
63
$7.83M 0.36%
47,280
-38,277
64
$7.66M 0.35%
31,408
+2,370
65
$7.52M 0.34%
166,620
+47,575
66
$7.24M 0.33%
138,915
+24,531
67
$7.07M 0.32%
52,425
+2,464
68
$6.99M 0.32%
132,310
-4,820
69
$6.97M 0.32%
138,819
-66,816
70
$6.93M 0.31%
28,937
+1,009
71
$6.91M 0.31%
146,257
+4,523
72
$6.78M 0.31%
108,341
+39,023
73
$6.74M 0.31%
76,694
+12,643
74
$6.73M 0.31%
29,862
+1,038
75
$6.71M 0.3%
180,854
+11,507
1 2
3
4 5