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
$203M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$9.51M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.23M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.91%
2 Technology 2.39%
3 Financials 2.26%
4 Healthcare 1.68%
5 Real Estate 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.21%
+10,290
77
$379K 0.19%
+10,936
78
$379K 0.19%
+7,690
79
$379K 0.19%
+2,975
80
$378K 0.19%
+8,685
81
$374K 0.18%
+16,804
82
$373K 0.18%
+8,505
83
$352K 0.17%
+20,441
84
$345K 0.17%
+6,421
85
$327K 0.16%
+29,500
86
$324K 0.16%
+7,765
87
$316K 0.16%
+8,414
88
$314K 0.15%
+3,719
89
$310K 0.15%
+7,995
90
$310K 0.15%
+6,705
91
$301K 0.15%
+16,107
92
$296K 0.15%
+2,724
93
$290K 0.14%
+3,165
94
$288K 0.14%
+4,978
95
$285K 0.14%
+2,998
96
$283K 0.14%
+5,763
97
$281K 0.14%
+5,263
98
$279K 0.14%
+7,943
99
$277K 0.14%
+2,545
100
$276K 0.14%
+2,339
2 3
4
5 6