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
$203M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$9.51M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.23M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.91%
2 Technology 2.39%
3 Financials 2.26%
4 Healthcare 1.68%
5 Real Estate 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.14%
+11,328
102
$267K 0.13%
+13,990
103
$267K 0.13%
+5,447
104
$265K 0.13%
+3,218
105
$261K 0.13%
+4,322
106
$260K 0.13%
+71,687
107
$254K 0.13%
+3,304
108
$248K 0.12%
+14,556
109
$245K 0.12%
+3,337
110
$245K 0.12%
+7,200
111
$245K 0.12%
+4,688
112
$242K 0.12%
+2,101
113
$242K 0.12%
+23,517
114
$239K 0.12%
+6,590
115
$238K 0.12%
+8,452
116
$232K 0.11%
+3,628
117
$231K 0.11%
+1,375
118
$230K 0.11%
+9,189
119
$226K 0.11%
+8,683
120
$223K 0.11%
+5,255
121
$212K 0.1%
+3,344
122
$209K 0.1%
+9,917
123
$209K 0.1%
+2,110
124
$208K 0.1%
+2,194
125
$206K 0.1%
+3,874
2 3 4
5
6