MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$12.8M
2 +$6.01M
3 +$2.25M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.54M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.53M

Sector Composition

1 Technology 4.84%
2 Financials 3.75%
3 Healthcare 2.89%
4 Energy 2.57%
5 Real Estate 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-9,794
127
-2,198
128
-14,556
129
-40,465
130
-8,530
131
-6,444
132
-9,876
133
-8,446
134
-12,192
135
-9,408
136
-4,936
137
-21,361
138
-3,069
139
-8,537
140
-9,672
141
-1,517
142
-8,177
143
-367
144
-6,282
145
-136,032
146
-232,078
147
-80,676
148
-22,330
149
-33,138
150
-20,114