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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.83M 0.43%
249,468
-9,006
52
$8.73M 0.43%
252,643
-54,391
53
$8.69M 0.42%
140,051
+31,710
54
$8.69M 0.42%
138,228
+6,810
55
$8.19M 0.4%
31,383
-89
56
$8.02M 0.39%
13,201
-30
57
$7.86M 0.38%
35,182
-199
58
$7.79M 0.38%
91,319
+13,771
59
$7.77M 0.38%
178,749
+12,129
60
$7.76M 0.38%
153,010
+83,774
61
$7.75M 0.38%
49,511
-800
62
$7.72M 0.38%
24,221
+2,040
63
$7.67M 0.37%
245,333
+161,517
64
$7.67M 0.37%
66,740
+9,713
65
$7.64M 0.37%
54,758
+2,333
66
$7.56M 0.37%
159,257
+46,413
67
$7.52M 0.37%
138,877
-8,709
68
$7.5M 0.37%
45,615
-1,665
69
$7.45M 0.36%
31,063
-345
70
$7.33M 0.36%
+65,034
71
$7.32M 0.36%
203,501
-40,888
72
$7.08M 0.35%
80,842
+4,148
73
$7.08M 0.35%
133,565
-48,762
74
$6.84M 0.33%
52,569
+2,739
75
$6.77M 0.33%
158,043
+178
1 2
3
4 5