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
$191M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$990K
3
+$953K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$887K
5
IAU icon
iShares Gold Trust
IAU
+$854K

Top Sells

1
+$7.5M
2
+$4.39M
3
+$4.35M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.82M
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.72M

Sector Composition

1 Energy 5.76%
2 Technology 3.35%
3 Financials 2.44%
4 Healthcare 1.85%
5 Real Estate 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.21%
10,306
+16
77
$363K 0.19%
8,420
+4,770
78
$361K 0.19%
9,597
+1,602
79
$359K 0.19%
10,836
-100
80
$354K 0.18%
7,075
+1,628
81
$332K 0.17%
2,602
-373
82
$319K 0.17%
6,939
+2,086
83
$316K 0.17%
3,739
+20
84
$310K 0.16%
12,308
-6,747
85
$309K 0.16%
8,414
86
$294K 0.15%
2,348
+247
87
$291K 0.15%
17,046
+4,318
88
$289K 0.15%
6,870
-66,953
89
$288K 0.15%
5,727
+464
90
$286K 0.15%
6,376
+613
91
$285K 0.15%
11,328
92
$284K 0.15%
2,958
-40
93
$282K 0.15%
4,506
-472
94
$279K 0.15%
28,900
-600
95
$276K 0.14%
2,545
96
$273K 0.14%
18,291
+2,184
97
$272K 0.14%
4,871
+997
98
$268K 0.14%
+5,770
99
$267K 0.14%
10,470
+1,281
100
$266K 0.14%
2,905
-260
2 3
4
5 6