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
$2.33B
AUM Growth
-$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$15.3M
3
+$11.9M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$9.3M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$8.05M

Top Sells

1
+$8.64M
2
+$5.26M
3
+$5.24M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.27M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.86M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 4.77%
3 Communication Services 3.42%
4 Financials 3.36%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTD icon
126
Trade Desk
TTD
$19.3B
$4.72M 0.2%
79,062
+9,145
VV icon
127
Vanguard Large-Cap ETF
VV
$47.3B
$4.69M 0.2%
28,653
+152
FNDX icon
128
Schwab Fundamental US Large Company Index ETF
FNDX
$21.7B
$4.66M 0.2%
292,995
+8,277
RWJ icon
129
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.55B
$4.54M 0.2%
141,606
+67,905
IGM icon
130
iShares Expanded Tech Sector ETF
IGM
$9.02B
$4.52M 0.19%
98,070
+1,044
AVGO icon
131
Broadcom
AVGO
$1.8T
$4.47M 0.19%
+100,690
PWZ icon
132
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
$4.37M 0.19%
188,372
+9,720
ETV
133
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.67B
$4.32M 0.19%
328,590
-20,405
SPAB icon
134
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.08B
$4.27M 0.18%
171,060
-40,734
PYPL icon
135
PayPal
PYPL
$58.9B
$4.14M 0.18%
48,113
+5,806
PKW icon
136
Invesco BuyBack Achievers ETF
PKW
$1.5B
$4.13M 0.18%
55,591
+1,930
LSAF icon
137
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$113M
$4.09M 0.18%
+152,445
SPSM icon
138
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
$4.09M 0.18%
120,160
+3,179
XSLV icon
139
Invesco S&P SmallCap Low Volatility ETF
XSLV
$238M
$4.01M 0.17%
98,795
-1,946
JPM icon
140
JPMorgan Chase
JPM
$838B
$4M 0.17%
38,232
-10,582
CSCO icon
141
Cisco
CSCO
$304B
$3.96M 0.17%
98,914
-1,454
IJT icon
142
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.35B
$3.94M 0.17%
38,700
-1,086
BMY icon
143
Bristol-Myers Squibb
BMY
$98.2B
$3.91M 0.17%
55,042
-4,012
PFF icon
144
iShares Preferred and Income Securities ETF
PFF
$14.2B
$3.84M 0.17%
121,307
+4,500
FSK icon
145
FS KKR Capital
FSK
$4.43B
$3.83M 0.16%
225,718
-9,922
SJNK icon
146
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.28B
$3.73M 0.16%
157,062
+6,099
XLRE icon
147
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
$3.71M 0.16%
103,098
+2,362
CAT icon
148
Caterpillar
CAT
$273B
$3.63M 0.16%
22,111
-156
SPLV icon
149
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$3.62M 0.16%
62,670
-90,648
DTH icon
150
WisdomTree International High Dividend Fund
DTH
$504M
$3.54M 0.15%
116,840
-35,408
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6
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