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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.83M 0.26%
+10,639
102
$2.82M 0.26%
56,270
-7,417
103
$2.8M 0.26%
23,041
-4,568
104
$2.78M 0.26%
21,549
+7,333
105
$2.74M 0.25%
100,248
+10,699
106
$2.74M 0.25%
122,090
+6,435
107
$2.68M 0.25%
19,915
+1,815
108
$2.57M 0.24%
14,472
-7,644
109
$2.54M 0.23%
+56,143
110
$2.51M 0.23%
13,044
-1,236
111
$2.45M 0.23%
40,566
-3,209
112
$2.45M 0.23%
13,255
-6,341
113
$2.44M 0.22%
32,921
-546
114
$2.43M 0.22%
+47,132
115
$2.42M 0.22%
43,683
+4,296
116
$2.41M 0.22%
20,955
-80
117
$2.38M 0.22%
31,796
-9,373
118
$2.38M 0.22%
53,149
+1,257
119
$2.35M 0.22%
40,573
+30,264
120
$2.34M 0.22%
7,039
-9,214
121
$2.31M 0.21%
107,935
+1,047
122
$2.24M 0.21%
85,191
+39,277
123
$2.21M 0.2%
55,539
-11,168
124
$2.21M 0.2%
21,020
+156
125
$2.19M 0.2%
+169,800
3 4
5
6 7