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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$8.74M
3
+$7.76M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.06M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.91M 0.18%
52,148
-2,893
127
$3.87M 0.18%
+84,757
128
$3.86M 0.18%
28,512
-4,653
129
$3.82M 0.18%
53,933
+43,728
130
$3.79M 0.18%
22,962
-19
131
$3.77M 0.18%
36,254
+873
132
$3.76M 0.18%
21,482
-2,016
133
$3.74M 0.18%
55,008
-40,225
134
$3.73M 0.17%
+10,136
135
$3.71M 0.17%
57,585
+14,439
136
$3.7M 0.17%
79,547
-14,910
137
$3.69M 0.17%
17,259
-1,229
138
$3.68M 0.17%
59,390
+552
139
$3.67M 0.17%
61,024
+344
140
$3.65M 0.17%
16,124
-35
141
$3.64M 0.17%
+10,116
142
$3.6M 0.17%
19,783
-14,259
143
$3.53M 0.17%
66,929
+26,655
144
$3.48M 0.16%
75,517
-21,079
145
$3.45M 0.16%
82,048
+4,247
146
$3.44M 0.16%
65,108
-24,661
147
$3.44M 0.16%
82,057
+11,458
148
$3.43M 0.16%
33,860
+1,005
149
$3.41M 0.16%
+122,327
150
$3.39M 0.16%
146,886
+19,326
4 5
6
7 8