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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.67M 0.19%
36,519
+3,969
127
$3.66M 0.19%
16,331
-591
128
$3.61M 0.19%
47,265
+1,802
129
$3.6M 0.19%
24,433
+3,899
130
$3.56M 0.19%
49,462
-6,742
131
$3.55M 0.19%
17,546
+715
132
$3.54M 0.18%
50,856
+772
133
$3.52M 0.18%
345,079
-29,274
134
$3.49M 0.18%
16,086
+6,062
135
$3.49M 0.18%
68,849
+26,223
136
$3.39M 0.18%
131,641
+29,720
137
$3.39M 0.18%
64,755
-49,120
138
$3.33M 0.17%
16,832
+1,841
139
$3.33M 0.17%
67,631
-777
140
$3.32M 0.17%
57,066
-6,284
141
$3.31M 0.17%
51,418
-2,370
142
$3.27M 0.17%
27,605
-3,403
143
$3.25M 0.17%
38,982
+24,445
144
$3.18M 0.17%
26,089
+9,337
145
$3.16M 0.17%
58,437
-961
146
$3.13M 0.16%
+75,146
147
$3.1M 0.16%
32,715
-9,283
148
$3.1M 0.16%
156,488
+16,798
149
$2.88M 0.15%
+114,297
150
$2.85M 0.15%
63,288
+26,498
4 5
6
7 8