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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.18M 0.26%
12,669
-375
102
$3.15M 0.26%
102,540
+43,499
103
$3.15M 0.26%
14,346
+1,091
104
$3.15M 0.26%
17,867
+7,296
105
$3.12M 0.26%
30,627
-1,311
106
$3.11M 0.26%
15,781
+1,309
107
$3.09M 0.26%
135,095
+13,005
108
$3.07M 0.25%
51,713
+11,140
109
$3.05M 0.25%
102,964
+2,716
110
$3.04M 0.25%
35,340
+2,419
111
$3.01M 0.25%
56,096
-174
112
$3M 0.25%
36,853
-925
113
$2.98M 0.25%
22,172
+2,257
114
$2.94M 0.24%
+10,577
115
$2.89M 0.24%
11,962
+1,323
116
$2.87M 0.24%
29,854
-2,426
117
$2.86M 0.24%
19,481
-2,068
118
$2.75M 0.23%
16,143
+3,548
119
$2.75M 0.23%
26,974
-1,011
120
$2.7M 0.22%
23,003
+5,796
121
$2.69M 0.22%
33,995
+2,199
122
$2.64M 0.22%
211,670
+41,870
123
$2.63M 0.22%
16,158
-1,446
124
$2.62M 0.22%
31,535
+8,759
125
$2.58M 0.21%
+11,758
3 4
5
6 7