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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.17M 0.2%
96,596
-5,265
127
$4.14M 0.2%
32,506
+2,848
128
$4.14M 0.2%
127,040
-53,814
129
$4.12M 0.2%
39,993
+369
130
$4.1M 0.2%
55,041
+1,747
131
$3.97M 0.19%
79,182
-59,637
132
$3.97M 0.19%
75,414
-21,560
133
$3.93M 0.19%
35,098
+1,591
134
$3.86M 0.19%
68,870
+2,321
135
$3.82M 0.19%
60,680
-98
136
$3.78M 0.18%
16,614
+75
137
$3.77M 0.18%
88,595
-30,616
138
$3.71M 0.18%
23,498
+7
139
$3.71M 0.18%
345,955
+2,675
140
$3.69M 0.18%
37,764
-3,146
141
$3.68M 0.18%
15,317
-1,985
142
$3.62M 0.18%
+101,387
143
$3.6M 0.18%
33,333
+424
144
$3.6M 0.18%
51,234
+2,544
145
$3.58M 0.17%
33,165
+8,080
146
$3.58M 0.17%
69,305
-69,610
147
$3.57M 0.17%
91,800
+4,789
148
$3.52M 0.17%
25,337
+347
149
$3.46M 0.17%
35,381
-1,391
150
$3.45M 0.17%
16,159
-1,637
4 5
6
7 8