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
$313M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$17.4M
3
+$9.64M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.64M
5
CVX icon
Chevron
CVX
+$8.17M

Top Sells

1
+$123M
2
+$10.6M
3
+$8.29M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.07M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.98M

Sector Composition

1 Technology 7.1%
2 Communication Services 4.68%
3 Energy 3.87%
4 Industrials 3.8%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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129
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132
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133
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-28,128
134
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-28,542
135
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136
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-36,177
138
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-46,068
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6