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
$216M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.1M
3
+$4.72M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.46M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$2.65M

Top Sells

1
+$28.4M
2
+$11.1M
3
+$7.49M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.97M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$5.8M

Sector Composition

1 Technology 4.05%
2 Healthcare 3.39%
3 Financials 3.34%
4 Industrials 2.44%
5 Energy 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.17%
4,419
+680
102
$345K 0.16%
+4,353
103
$344K 0.16%
+5,252
104
$342K 0.16%
6,981
+605
105
$337K 0.16%
+7,176
106
$335K 0.16%
6,343
+616
107
$328K 0.15%
27,138
+3,714
108
$327K 0.15%
5,424
+553
109
$320K 0.15%
+4,661
110
$318K 0.15%
12,192
+864
111
$310K 0.14%
+16,997
112
$310K 0.14%
4,078
-428
113
$308K 0.14%
2,170
-178
114
$305K 0.14%
+3,606
115
$300K 0.14%
6,705
-7,355
116
$299K 0.14%
+5,073
117
$298K 0.14%
3,458
+121
118
$296K 0.14%
7,414
-1,000
119
$295K 0.14%
+13,400
120
$295K 0.14%
11,142
+2,276
121
$294K 0.14%
+5,523
122
$293K 0.14%
3,684
+380
123
$292K 0.14%
8,090
+2,940
124
$276K 0.13%
+9,876
125
$274K 0.13%
3,133
+175
3 4
5
6 7