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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.54M 0.21%
41,983
-1,700
127
$2.5M 0.21%
54,072
-1,467
128
$2.46M 0.2%
32,659
-16,297
129
$2.45M 0.2%
38,310
+4,288
130
$2.45M 0.2%
31,837
+857
131
$2.43M 0.2%
49,959
-3,190
132
$2.37M 0.2%
86,449
+1,258
133
$2.33M 0.19%
97,426
+19,888
134
$2.31M 0.19%
108,137
+202
135
$2.3M 0.19%
37,892
-2,674
136
$2.24M 0.19%
35,002
-758
137
$2.18M 0.18%
41,279
+5,835
138
$2.12M 0.18%
+133,933
139
$2.1M 0.17%
31,824
+2,705
140
$2.06M 0.17%
+20,755
141
$2.04M 0.17%
17,286
-138
142
$2M 0.17%
12,725
+573
143
$1.98M 0.16%
22,593
+2,428
144
$1.92M 0.16%
+12,465
145
$1.91M 0.16%
15,701
-7,340
146
$1.9M 0.16%
77,366
+6,244
147
$1.88M 0.16%
30,487
+247
148
$1.86M 0.15%
21,062
-478
149
$1.86M 0.15%
21,082
+68
150
$1.86M 0.15%
17,072
+499
4 5
6
7 8