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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1 +$46.3M
2 +$8.74M
3 +$7.76M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.04M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$9.57M 0.45%
262,883
+10,240
52
$9.54M 0.45%
84,792
-29,765
53
$9.49M 0.45%
240,505
-18,697
54
$9.38M 0.44%
236,136
-277,761
55
$9.36M 0.44%
159,191
+25,626
56
$9.13M 0.43%
232,119
-17,349
57
$8.55M 0.4%
201,397
+22,648
58
$8.43M 0.4%
65,351
+8,691
59
$8.31M 0.39%
87,090
-16,704
60
$8.16M 0.38%
213,977
+112,590
61
$8.03M 0.38%
140,726
-17,317
62
$7.99M 0.37%
13,370
+169
63
$7.94M 0.37%
67,021
+15,392
64
$7.83M 0.37%
69,056
+2,316
65
$7.81M 0.37%
47,871
-6,887
66
$7.73M 0.36%
45,934
-3,577
67
$7.73M 0.36%
92,094
-39,669
68
$7.63M 0.36%
192,395
-11,106
69
$7.56M 0.35%
33,608
-17,716
70
$7.08M 0.33%
36,551
+5,168
71
$7M 0.33%
31,781
-3,401
72
$6.97M 0.33%
111,952
-28,099
73
$6.79M 0.32%
97,093
-41,135
74
$6.74M 0.32%
91,446
-4,890
75
$6.69M 0.31%
61,979
+8,951