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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.34M 0.26%
201,234
+13,865
102
$5.28M 0.26%
16,093
+233
103
$5.23M 0.26%
53,028
+3,868
104
$5.21M 0.25%
112,173
-8,607
105
$5.14M 0.25%
104,168
-358,536
106
$5.12M 0.25%
59,777
+4,503
107
$5.09M 0.25%
317,613
+4,337
108
$5.08M 0.25%
47,674
+5,451
109
$4.95M 0.24%
92,585
+1,965
110
$4.89M 0.24%
210,401
+634
111
$4.84M 0.24%
+12,590
112
$4.83M 0.24%
14,270
+906
113
$4.81M 0.23%
89,769
+15,386
114
$4.7M 0.23%
35,608
+1,145
115
$4.62M 0.23%
224,957
+404
116
$4.61M 0.23%
40,175
+1,669
117
$4.6M 0.22%
63,147
+50,064
118
$4.51M 0.22%
86,573
-12,682
119
$4.5M 0.22%
120,666
-33,920
120
$4.48M 0.22%
55,906
+1,701
121
$4.33M 0.21%
205,894
-1,861
122
$4.33M 0.21%
39,207
-897
123
$4.33M 0.21%
84,660
+10,223
124
$4.21M 0.21%
77,405
-28,110
125
$4.18M 0.2%
94,457
+16,715
3 4
5
6 7