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
$261M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.67M
3
+$5.52M
4
FSK icon
FS KKR Capital
FSK
+$4.66M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.53M

Top Sells

1
+$10M
2
+$5.89M
3
+$3.94M
4
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$3.44M
5
IYG icon
iShares US Financial Services ETF
IYG
+$2.82M

Sector Composition

1 Financials 6.35%
2 Technology 4.26%
3 Energy 2.74%
4 Healthcare 2.2%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$446K 0.17%
+14,363
102
$436K 0.17%
16,599
+4,790
103
$434K 0.17%
12,021
-290
104
$414K 0.16%
+12,522
105
$407K 0.16%
26,110
+4,621
106
$407K 0.16%
34,963
+11,353
107
$403K 0.15%
10,683
-331
108
$391K 0.15%
+10,253
109
$383K 0.15%
+11,357
110
$383K 0.15%
45,303
-12,118
111
$352K 0.13%
+20,165
112
$344K 0.13%
25,316
+2,864
113
$319K 0.12%
+12,924
114
$305K 0.12%
12,086
+265
115
$300K 0.12%
+12,061
116
$298K 0.11%
+14,987
117
$287K 0.11%
10,258
-733
118
$261K 0.1%
+3,695
119
$246K 0.09%
+10,682
120
$229K 0.09%
+5,714
121
$226K 0.09%
13,990
122
$213K 0.08%
15,701
+2
123
$208K 0.08%
+27,387
124
$171K 0.07%
1,148
-300
125
$159K 0.06%
12,283
-3,442
2 3 4
5
6