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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.99M 0.33%
86,772
+30,629
77
$3.98M 0.33%
58,391
-1,091
78
$3.92M 0.32%
24,042
-10,122
79
$3.92M 0.32%
49,887
+9,011
80
$3.91M 0.32%
38,466
-8,280
81
$3.83M 0.32%
76,074
+12,554
82
$3.82M 0.32%
53,107
-5,450
83
$3.82M 0.32%
61,299
+2,480
84
$3.68M 0.31%
22,277
-11,934
85
$3.6M 0.3%
59,745
+3,463
86
$3.57M 0.3%
129,306
+4,802
87
$3.56M 0.3%
12,819
+451
88
$3.38M 0.28%
370,239
-9,550
89
$3.38M 0.28%
54,415
+4,949
90
$3.36M 0.28%
20,159
-796
91
$3.36M 0.28%
67,977
+831
92
$3.34M 0.28%
8,685
+1,646
93
$3.34M 0.28%
66,846
-5,352
94
$3.32M 0.28%
31,393
-39,918
95
$3.31M 0.27%
84,816
+2,802
96
$3.31M 0.27%
89,330
-10,765
97
$3.31M 0.27%
118,421
-59
98
$3.28M 0.27%
37,194
+4,563
99
$3.24M 0.27%
169,131
+90,766
100
$3.23M 0.27%
40,066
+4,957
2 3
4
5 6