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
$216M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.1M
3
+$4.72M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.46M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$2.65M

Top Sells

1
+$28.4M
2
+$11.1M
3
+$7.49M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.97M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$5.8M

Sector Composition

1 Technology 4.05%
2 Healthcare 3.39%
3 Financials 3.34%
4 Industrials 2.44%
5 Energy 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$274K 0.13%
14,556
127
$272K 0.13%
+6,187
128
$272K 0.13%
5,378
+256
129
$269K 0.12%
+7,623
130
$263K 0.12%
15,887
-2,404
131
$257K 0.12%
7,200
-25
132
$257K 0.12%
2,805
-100
133
$256K 0.12%
13,990
-15,143
134
$256K 0.12%
1,385
+262
135
$255K 0.12%
22,330
-6,570
136
$254K 0.12%
+2,770
137
$253K 0.12%
3,628
138
$250K 0.12%
+1,572
139
$248K 0.11%
+6,188
140
$247K 0.11%
2,332
-4,144
141
$238K 0.11%
+1,927
142
$237K 0.11%
10,046
+221
143
$236K 0.11%
+8,985
144
$235K 0.11%
6,188
+541
145
$234K 0.11%
3,501
+533
146
$234K 0.11%
13,843
+1,296
147
$233K 0.11%
+2,198
148
$232K 0.11%
+1,988
149
$227K 0.11%
+2,033
150
$223K 0.1%
63,437
4 5
6
7 8