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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.49M 0.2%
38,506
-4,224
127
$4.48M 0.2%
40,104
+3,611
128
$4.45M 0.2%
89,752
-10,864
129
$4.43M 0.2%
157,534
+14,989
130
$4.39M 0.2%
54,205
-43,751
131
$4.34M 0.2%
17,796
+764
132
$4.19M 0.19%
+16,539
133
$4.17M 0.19%
194,099
+37,611
134
$4.17M 0.19%
39,624
-20,638
135
$4.17M 0.19%
+207,755
136
$4.09M 0.19%
143,441
+11,800
137
$4.09M 0.19%
40,910
-26,647
138
$4.07M 0.18%
60,778
+9,360
139
$4.06M 0.18%
49,048
+1,783
140
$4.03M 0.18%
33,507
+5,902
141
$4M 0.18%
17,302
+971
142
$3.99M 0.18%
53,294
+3,832
143
$3.99M 0.18%
74,383
+33,052
144
$3.85M 0.17%
74,437
+37,032
145
$3.85M 0.17%
24,990
+557
146
$3.8M 0.17%
71,033
-14,861
147
$3.79M 0.17%
66,549
+8,112
148
$3.79M 0.17%
51,659
+803
149
$3.77M 0.17%
74,715
-135,480
150
$3.77M 0.17%
+48,690
4 5
6
7 8