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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.75M 0.35%
128,921
+98,221
77
$3.65M 0.34%
58,819
+2,453
78
$3.62M 0.33%
379,789
-51,768
79
$3.55M 0.33%
100,095
-97,335
80
$3.42M 0.32%
48,956
-15,475
81
$3.4M 0.31%
124,504
+3,710
82
$3.31M 0.3%
118,480
-137,818
83
$3.23M 0.3%
56,282
-42,048
84
$3.2M 0.3%
72,198
-38,820
85
$3.19M 0.29%
63,520
+9,513
86
$3.19M 0.29%
+17,560
87
$3.08M 0.28%
40,876
+7,831
88
$3.07M 0.28%
49,466
+31,090
89
$3.07M 0.28%
12,368
-1,211
90
$3.04M 0.28%
31,938
+2,061
91
$3.03M 0.28%
37,778
-9,798
92
$3.02M 0.28%
+60,743
93
$3.02M 0.28%
67,146
-17,686
94
$3.01M 0.28%
32,280
+2,999
95
$3.01M 0.28%
75,363
-7,410
96
$2.96M 0.27%
375,590
+290,962
97
$2.94M 0.27%
20,621
-8,752
98
$2.88M 0.27%
32,631
-33,724
99
$2.85M 0.26%
35,109
+877
100
$2.84M 0.26%
27,985
+6,935
2 3
4
5 6