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
$616M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.6M
3
+$10.1M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$10M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$9.83M

Top Sells

1
+$24.7M
2
+$15.4M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.97M
5
T icon
AT&T
T
+$8.72M

Sector Composition

1 Financials 6.39%
2 Technology 5.79%
3 Communication Services 4.78%
4 Energy 4.77%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$931K 0.15%
+34,430
102
$915K 0.15%
14,820
103
$893K 0.14%
+17,263
104
$892K 0.14%
19,658
-3,330
105
$891K 0.14%
17,985
+19
106
$878K 0.14%
163,168
107
$868K 0.14%
15,066
108
$822K 0.13%
+20,234
109
$819K 0.13%
10,650
-40,223
110
$816K 0.13%
+22,980
111
$811K 0.13%
+52,910
112
$803K 0.13%
14,316
+354
113
$796K 0.13%
+24,195
114
$762K 0.12%
+18,023
115
$755K 0.12%
20,828
-7,548
116
$745K 0.12%
13,899
-4,670
117
$699K 0.11%
36,596
+13,189
118
$681K 0.11%
18,293
-57,786
119
$639K 0.1%
+11,337
120
$626K 0.1%
+12,725
121
$553K 0.09%
11,025
-8,074
122
$550K 0.09%
+4,850
123
$519K 0.08%
32,840
-313
124
$514K 0.08%
+11,594
125
$507K 0.08%
+18,753
3 4
5
6 7