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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.79M 0.3%
+44,109
77
$5.79M 0.3%
31,836
+10,620
78
$5.79M 0.3%
96,192
+804
79
$5.71M 0.3%
244,559
+24,101
80
$5.66M 0.3%
108,675
-13,355
81
$5.64M 0.29%
110,484
-19,442
82
$5.58M 0.29%
154,142
-41,412
83
$5.58M 0.29%
169,347
+9,865
84
$5.57M 0.29%
64,051
-72,541
85
$5.57M 0.29%
53,141
-4,748
86
$5.52M 0.29%
162,053
+45,188
87
$5.4M 0.28%
84,405
-3,117
88
$5.36M 0.28%
23,632
+1,081
89
$5.36M 0.28%
51,872
+2,083
90
$5.3M 0.28%
37,530
+4,821
91
$5.18M 0.27%
39,934
+3,029
92
$5.15M 0.27%
99,531
-1,944
93
$5.14M 0.27%
15,572
-6,240
94
$5.12M 0.27%
119,045
+12,242
95
$5.12M 0.27%
223,883
-36,637
96
$5.11M 0.27%
+50,724
97
$5.09M 0.27%
22,984
+920
98
$4.98M 0.26%
100,616
-34,770
99
$4.96M 0.26%
120,133
-1,854
100
$4.94M 0.26%
+68,524
2 3
4
5 6