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
$1.12B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$33M
3
+$29.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.2M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$13.3M

Top Sells

1
+$12.2M
2
+$9.39M
3
+$6.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.4M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$6.4M

Sector Composition

1 Consumer Discretionary 7.46%
2 Technology 6.63%
3 Financials 3.93%
4 Communication Services 3.58%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.14M 0.19%
34,514
-523
127
$2.11M 0.19%
+59,575
128
$2.11M 0.19%
44,742
-5,142
129
$2.1M 0.19%
37,995
+7,554
130
$2.08M 0.19%
+14,138
131
$2.06M 0.18%
32,503
+4,837
132
$1.99M 0.18%
+40,032
133
$1.95M 0.17%
36,759
+825
134
$1.95M 0.17%
63,499
+12,257
135
$1.92M 0.17%
+42,155
136
$1.92M 0.17%
+93,887
137
$1.86M 0.17%
40,413
+2,926
138
$1.86M 0.17%
275,600
+25,190
139
$1.86M 0.17%
+44,543
140
$1.85M 0.17%
+10,436
141
$1.85M 0.16%
17,841
+5,692
142
$1.84M 0.16%
20,997
+10,267
143
$1.82M 0.16%
37,125
+7,342
144
$1.81M 0.16%
18,517
+2,074
145
$1.81M 0.16%
+13,826
146
$1.79M 0.16%
+17,469
147
$1.75M 0.16%
60,058
+49,278
148
$1.75M 0.16%
43,996
+17,740
149
$1.72M 0.15%
21,032
-12,495
150
$1.71M 0.15%
60,572
-225
4 5
6
7 8