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
$616M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.6M
3
+$10.1M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$10M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$9.83M

Top Sells

1
+$24.7M
2
+$15.4M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.97M
5
T icon
AT&T
T
+$8.72M

Sector Composition

1 Financials 6.39%
2 Technology 5.79%
3 Communication Services 4.78%
4 Energy 4.77%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.29%
17,755
-11,577
77
$1.78M 0.29%
+35,437
78
$1.76M 0.29%
+26,026
79
$1.76M 0.29%
+31,533
80
$1.72M 0.28%
59,497
+10,330
81
$1.69M 0.27%
7,273
-7,633
82
$1.69M 0.27%
187,422
-31,362
83
$1.5M 0.24%
64,848
-43,266
84
$1.44M 0.23%
26,610
-2,846
85
$1.43M 0.23%
+26,491
86
$1.41M 0.23%
13,482
-2,711
87
$1.39M 0.23%
16,053
-5,065
88
$1.35M 0.22%
19,629
-1,575
89
$1.32M 0.21%
+31,793
90
$1.23M 0.2%
14,431
-1,425
91
$1.11M 0.18%
+46,599
92
$1.07M 0.17%
+29,990
93
$1.03M 0.17%
+21,039
94
$1.02M 0.17%
16,558
-3,342
95
$1.02M 0.17%
47,107
+1,400
96
$973K 0.16%
+17,896
97
$951K 0.15%
+11,440
98
$948K 0.15%
+13,758
99
$942K 0.15%
18,674
-6
100
$939K 0.15%
+45,512
2 3
4
5 6