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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.5M 0.25%
36,294
-1,236
102
$5.42M 0.25%
+112,844
103
$5.36M 0.24%
70,888
+2,364
104
$5.35M 0.24%
99,255
-101,804
105
$5.25M 0.24%
96,974
+9,371
106
$5.24M 0.24%
119,211
+23,225
107
$5.18M 0.23%
22,833
-799
108
$5.1M 0.23%
313,276
+4,017
109
$5.09M 0.23%
18,226
+680
110
$5.09M 0.23%
90,620
+6,215
111
$5.06M 0.23%
15,860
+1,629
112
$4.99M 0.23%
20,646
+3,814
113
$4.98M 0.23%
187,369
+20,532
114
$4.93M 0.22%
84,648
+2,547
115
$4.9M 0.22%
209,767
-34,792
116
$4.88M 0.22%
224,553
+670
117
$4.84M 0.22%
49,160
+18,506
118
$4.79M 0.22%
55,274
+16,292
119
$4.61M 0.21%
13,364
-2,208
120
$4.58M 0.21%
34,463
+8,374
121
$4.57M 0.21%
35,839
+21,265
122
$4.54M 0.21%
27,315
-4,521
123
$4.53M 0.21%
42,223
+5,704
124
$4.51M 0.2%
21,696
-33
125
$4.49M 0.2%
101,861
-18,272
3 4
5
6 7