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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.77M 0.33%
30,969
+1,107
77
$6.72M 0.33%
51,633
+2,184
78
$6.66M 0.33%
56,660
+5,001
79
$6.65M 0.33%
52,144
+16,305
80
$6.48M 0.32%
96,336
+102
81
$6.47M 0.32%
11,223
+79
82
$6.41M 0.31%
121,530
+7,895
83
$6.37M 0.31%
+13,518
84
$6.36M 0.31%
38,968
-41
85
$6.3M 0.31%
205,762
+1,153
86
$6.17M 0.3%
26,043
+1,629
87
$6.09M 0.3%
22,595
-17
88
$5.99M 0.29%
+130,233
89
$5.96M 0.29%
34,042
-2,243
90
$5.93M 0.29%
208,963
-2,554
91
$5.86M 0.29%
126,930
-19,327
92
$5.79M 0.28%
95,233
-454
93
$5.74M 0.28%
51,629
+937
94
$5.64M 0.28%
106,102
+2,360
95
$5.6M 0.27%
185,789
-2,153
96
$5.58M 0.27%
41,776
-25,636
97
$5.54M 0.27%
55,085
-31,518
98
$5.44M 0.27%
72,405
+1,517
99
$5.41M 0.26%
235,204
-10,117
100
$5.37M 0.26%
23,384
+2,738
2 3
4
5 6