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
$702M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.4M
3
+$15.3M
4
VTV icon
Vanguard Value ETF
VTV
+$14.3M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$10.3M

Top Sells

1
+$13M
2
+$9.44M
3
+$8.62M
4
MBB icon
iShares MBS ETF
MBB
+$5.4M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.9M

Sector Composition

1 Technology 7.7%
2 Financials 6.46%
3 Healthcare 4.56%
4 Communication Services 4.23%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.32%
16,236
-470
77
$2.22M 0.32%
22,790
+2,308
78
$2.13M 0.3%
+46,679
79
$2.1M 0.3%
+38,899
80
$2.02M 0.29%
73,291
+37,351
81
$2.01M 0.29%
+29,376
82
$1.97M 0.28%
87,822
-1,822
83
$1.91M 0.27%
218,784
-65,142
84
$1.9M 0.27%
+20,842
85
$1.89M 0.27%
28,435
+6,478
86
$1.84M 0.26%
21,118
-493
87
$1.76M 0.25%
16,193
+1,966
88
$1.75M 0.25%
253,016
-64,032
89
$1.66M 0.24%
106,058
+7,326
90
$1.64M 0.23%
29,456
-30,318
91
$1.5M 0.21%
+21,204
92
$1.36M 0.19%
+49,167
93
$1.33M 0.19%
15,856
-322
94
$1.27M 0.18%
19,900
+714
95
$1.27M 0.18%
+51,225
96
$1.27M 0.18%
+32,332
97
$1.22M 0.17%
18,356
+599
98
$1.16M 0.17%
46,799
-19,971
99
$1.15M 0.16%
+14,865
100
$1.13M 0.16%
33,904
+206
2 3
4
5 6