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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1 +$46.3M
2 +$8.74M
3 +$7.76M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.04M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$6.65M 0.31%
28,675
+5,291
77
$6.6M 0.31%
39,040
-6,575
78
$6.58M 0.31%
16,035
-58
79
$6.54M 0.31%
131,036
+4,106
80
$6.3M 0.3%
120,454
-18,423
81
$6.21M 0.29%
109,430
-12,100
82
$6.2M 0.29%
+122,748
83
$6.13M 0.29%
231,223
+29,989
84
$6.03M 0.28%
54,609
+6,935
85
$5.97M 0.28%
+28,957
86
$5.87M 0.28%
10,396
-827
87
$5.84M 0.27%
36,278
-2,690
88
$5.76M 0.27%
22,711
-3,332
89
$5.75M 0.27%
87,368
-122,304
90
$5.75M 0.27%
46,692
+6,517
91
$5.69M 0.27%
25,683
+13,074
92
$5.68M 0.27%
39,146
+3,538
93
$5.63M 0.26%
38,097
+10,224
94
$5.59M 0.26%
134,154
+7,114
95
$5.52M 0.26%
71,531
-874
96
$5.35M 0.25%
111,024
-1,149
97
$5.26M 0.25%
20,604
-1,991
98
$5.24M 0.25%
99,544
-6,558
99
$5.21M 0.24%
22,923
-8,046
100
$5.21M 0.24%
42,178
+7,080