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
$2.33B
AUM Growth
-$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$15.3M
3
+$11.9M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$9.3M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$8.05M

Top Sells

1
+$8.64M
2
+$5.26M
3
+$5.24M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.27M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.86M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 4.77%
3 Communication Services 3.42%
4 Financials 3.36%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFM icon
76
Invesco Dividend Achievers ETF
PFM
$743M
$6.75M 0.29%
208,817
-68,147
LMBS icon
77
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.66B
$6.67M 0.29%
140,857
+6,987
XLF icon
78
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
$6.66M 0.29%
219,254
-58,888
BUFD icon
79
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.57B
$6.65M 0.29%
+348,148
VO icon
80
Vanguard Mid-Cap ETF
VO
$88.7B
$6.63M 0.29%
35,298
+980
VGSH icon
81
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$6.57M 0.28%
113,601
-11,161
MCD icon
82
McDonald's
MCD
$214B
$6.54M 0.28%
28,325
+425
GLD icon
83
SPDR Gold Trust
GLD
$141B
$6.32M 0.27%
40,882
-11,440
MRK icon
84
Merck
MRK
$251B
$6.29M 0.27%
73,098
+5,930
XLI icon
85
State Street Industrial Select Sector SPDR ETF
XLI
$24.1B
$6.24M 0.27%
75,273
+3,183
NOBL icon
86
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$6.19M 0.27%
77,393
+3,128
IVW icon
87
iShares S&P 500 Growth ETF
IVW
$66.6B
$6.19M 0.27%
106,951
-12,547
ABBV icon
88
AbbVie
ABBV
$397B
$6.17M 0.27%
45,968
-2,164
IWD icon
89
iShares Russell 1000 Value ETF
IWD
$67.6B
$6.17M 0.27%
45,343
-9,980
FIXD icon
90
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.42B
$6.12M 0.26%
140,606
+112,311
TGT icon
91
Target
TGT
$41B
$6.07M 0.26%
40,914
+2,352
SPGM icon
92
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.3B
$6.02M 0.26%
140,766
-81,878
SPTI icon
93
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.58B
$6.01M 0.26%
213,704
-2,422
SLY
94
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
$5.97M 0.26%
78,919
+48,681
BA icon
95
Boeing
BA
$156B
$5.91M 0.25%
48,825
+4,445
IJR icon
96
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$5.9M 0.25%
67,621
+6,421
META icon
97
Meta Platforms (Facebook)
META
$1.63T
$5.89M 0.25%
43,392
-2,738
UCON icon
98
First Trust Smith Unconstrained Bond ETF
UCON
$3.14B
$5.84M 0.25%
245,258
+217,435
AVUV icon
99
Avantis US Small Cap Value ETF
AVUV
$19.4B
$5.8M 0.25%
87,635
+3,026
DIA icon
100
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
$5.78M 0.25%
20,131
-5,269
2 3
4
5 6