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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.88M 0.25%
42,730
+4,029
102
$4.86M 0.25%
10,224
-402
103
$4.82M 0.25%
21,586
+3,264
104
$4.79M 0.25%
309,259
+9,915
105
$4.64M 0.24%
102,504
-22,890
106
$4.62M 0.24%
87,603
-178
107
$4.57M 0.24%
178,138
+2,664
108
$4.55M 0.24%
28,284
+15,981
109
$4.5M 0.23%
85,894
-182,812
110
$4.48M 0.23%
53,002
-27,733
111
$4.37M 0.23%
166,837
-8,750
112
$4.36M 0.23%
66,131
+12,423
113
$4.34M 0.23%
14,231
-1,019
114
$4.3M 0.22%
69,318
+3,053
115
$4.24M 0.22%
17,032
+122
116
$4.11M 0.21%
82,101
+8,429
117
$4.1M 0.21%
218,824
-67,433
118
$4.06M 0.21%
95,986
+33,112
119
$4.04M 0.21%
35,511
-3,867
120
$4.01M 0.21%
18,928
+4,133
121
$3.99M 0.21%
36,493
-4,305
122
$3.94M 0.21%
142,545
+6,228
123
$3.93M 0.21%
100,851
+22,552
124
$3.73M 0.19%
37,850
-367
125
$3.69M 0.19%
21,729
+1,061
3 4
5
6 7