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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.65M 0.3%
77,548
+24,546
77
$6.61M 0.3%
49,830
-13,622
78
$6.57M 0.3%
57,027
+21,516
79
$6.53M 0.3%
11,144
+920
80
$6.48M 0.29%
96,234
+42
81
$6.45M 0.29%
49,449
+9,515
82
$6.34M 0.29%
211,517
-6,500
83
$6.32M 0.29%
51,659
-4,093
84
$6.31M 0.29%
154,586
-32,615
85
$6.29M 0.29%
36,285
+8,001
86
$6.27M 0.28%
204,609
+13,288
87
$6.18M 0.28%
157,865
+3,723
88
$6.11M 0.28%
113,635
+4,960
89
$6.09M 0.28%
22,181
+595
90
$6.07M 0.28%
39,009
-3,277
91
$5.95M 0.27%
+191,026
92
$5.83M 0.26%
95,687
+38,621
93
$5.79M 0.26%
24,414
+1,430
94
$5.77M 0.26%
187,942
-6,969
95
$5.69M 0.26%
50,692
-1,180
96
$5.68M 0.26%
120,780
+18,276
97
$5.64M 0.26%
245,321
-6,733
98
$5.59M 0.25%
105,515
+5,984
99
$5.52M 0.25%
22,612
+3,684
100
$5.51M 0.25%
103,742
+66,767
2 3
4
5 6