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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.15M 0.2%
12,595
-5,157
127
$2.13M 0.2%
30,980
+18,353
128
$2.1M 0.19%
+35,760
129
$2.08M 0.19%
151,217
+14,628
130
$2.06M 0.19%
17,424
-9,091
131
$2.04M 0.19%
17,604
-2,694
132
$2.02M 0.19%
34,022
+4,916
133
$2.01M 0.19%
20,165
-3,885
134
$2.01M 0.18%
49,850
-18,568
135
$2M 0.18%
37,474
+25,268
136
$1.96M 0.18%
57,916
+7,513
137
$1.95M 0.18%
91,740
-14,756
138
$1.94M 0.18%
27,533
+11,294
139
$1.9M 0.18%
61,984
-9,391
140
$1.89M 0.17%
+49,732
141
$1.89M 0.17%
22,776
+8
142
$1.88M 0.17%
17,207
+261
143
$1.86M 0.17%
61,495
-12,795
144
$1.84M 0.17%
+60,788
145
$1.83M 0.17%
30,240
-3,479
146
$1.82M 0.17%
+59,041
147
$1.81M 0.17%
29,119
-2,872
148
$1.78M 0.16%
29,705
+8,154
149
$1.78M 0.16%
21,516
-596
150
$1.77M 0.16%
21,014
-6,040
4 5
6
7 8