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
$216M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.1M
3
+$4.72M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.46M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$2.65M

Top Sells

1
+$28.4M
2
+$11.1M
3
+$7.49M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.97M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$5.8M

Sector Composition

1 Technology 4.05%
2 Healthcare 3.39%
3 Financials 3.34%
4 Industrials 2.44%
5 Energy 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.24%
17,485
+9,253
77
$509K 0.24%
20,114
-1,166
78
$501K 0.23%
+5,296
79
$477K 0.22%
9,921
-24
80
$474K 0.22%
9,794
+36
81
$473K 0.22%
11,856
+576
82
$471K 0.22%
10,784
+1,079
83
$470K 0.22%
10,121
+726
84
$467K 0.22%
+8,437
85
$457K 0.21%
4,349
+2,056
86
$453K 0.21%
+5,938
87
$450K 0.21%
6,282
+1,266
88
$449K 0.21%
3,568
+1,683
89
$445K 0.21%
16,625
+10,888
90
$440K 0.2%
33,138
-7,011
91
$440K 0.2%
19,222
-17,269
92
$427K 0.2%
+8,530
93
$421K 0.2%
15,149
+2,841
94
$419K 0.19%
8,542
+3,854
95
$418K 0.19%
23,359
+6,313
96
$400K 0.19%
+3,829
97
$397K 0.18%
+5,161
98
$382K 0.18%
9,672
+75
99
$382K 0.18%
+3,468
100
$375K 0.17%
10,742
-94
2 3
4
5 6