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
$191M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$990K
3
+$953K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$887K
5
IAU icon
iShares Gold Trust
IAU
+$854K

Top Sells

1
+$7.5M
2
+$4.39M
3
+$4.35M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.82M
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$2.72M

Sector Composition

1 Energy 5.76%
2 Technology 3.35%
3 Financials 2.44%
4 Healthcare 1.85%
5 Real Estate 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$265K 0.14%
1,123
+431
102
$263K 0.14%
1,544
+169
103
$260K 0.14%
6,086
+831
104
$253K 0.13%
63,437
-8,250
105
$250K 0.13%
23,424
-93
106
$249K 0.13%
+15,207
107
$247K 0.13%
3,337
108
$244K 0.13%
3,304
109
$242K 0.13%
7,225
+25
110
$241K 0.13%
14,556
111
$241K 0.13%
4,282
-40
112
$238K 0.12%
32,368
-41,200
113
$234K 0.12%
9,825
-92
114
$231K 0.12%
8,232
-220
115
$229K 0.12%
3,628
116
$226K 0.12%
2,968
-250
117
$223K 0.12%
13,990
118
$222K 0.12%
+6,062
119
$219K 0.11%
1,885
-64,499
120
$218K 0.11%
4,688
121
$216K 0.11%
8,866
+183
122
$210K 0.11%
2,293
-233
123
$210K 0.11%
5,647
+857
124
$210K 0.11%
2,346
+7
125
$209K 0.11%
5,122
-2,821
3 4
5
6 7