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
$203M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$9.51M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.23M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.91%
2 Technology 2.39%
3 Financials 2.26%
4 Healthcare 1.68%
5 Real Estate 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.1%
+2,526
127
$204K 0.1%
+4,853
128
$203K 0.1%
+3,500
129
$202K 0.1%
+20,304
130
$202K 0.1%
+5,150
131
$196K 0.1%
+12,728
132
$192K 0.09%
+13,153
133
$191K 0.09%
+12,111
134
$181K 0.09%
+692
135
$179K 0.09%
+4,790
136
$155K 0.08%
+3,650
137
$149K 0.07%
+4,778
138
$119K 0.06%
+28,875
139
$44.4K 0.02%
+1,282
140
$43.3K 0.02%
+367
141
$37K 0.02%
+3,669
142
$21K 0.01%
+241
2 3 4 5
6