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
$616M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.6M
3
+$10.1M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$10M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$9.83M

Top Sells

1
+$24.7M
2
+$15.4M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.97M
5
T icon
AT&T
T
+$8.72M

Sector Composition

1 Financials 6.39%
2 Technology 5.79%
3 Communication Services 4.78%
4 Energy 4.77%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$504K 0.08%
19,277
-27,522
127
$499K 0.08%
12,464
-600
128
$495K 0.08%
10,941
-118,964
129
$486K 0.08%
11,191
+811
130
$482K 0.08%
+21,084
131
$472K 0.08%
+18,863
132
$469K 0.08%
33,872
133
$458K 0.07%
+35,750
134
$437K 0.07%
10,402
135
$415K 0.07%
14,668
-5,448
136
$410K 0.07%
22,097
137
$371K 0.06%
11,982
138
$363K 0.06%
18,213
-2,066
139
$362K 0.06%
+10,471
140
$356K 0.06%
44,306
141
$355K 0.06%
14,084
-694
142
$345K 0.06%
24,213
+4,410
143
$343K 0.06%
3,490
-13,493
144
$336K 0.05%
12,440
-1,040
145
$331K 0.05%
15,460
146
$317K 0.05%
+10,038
147
$316K 0.05%
14,670
148
$294K 0.05%
+20,787
149
$277K 0.04%
+11,415
150
$269K 0.04%
+21,231
4 5
6
7 8