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
$1.12B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$33M
3
+$29.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.2M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$13.3M

Top Sells

1
+$12.2M
2
+$9.39M
3
+$6.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.4M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$6.4M

Sector Composition

1 Consumer Discretionary 7.46%
2 Technology 6.63%
3 Financials 3.93%
4 Communication Services 3.58%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.7M 0.15%
48,835
-2,460
152
$1.7M 0.15%
20,104
-19
153
$1.69M 0.15%
24,969
+3,006
154
$1.68M 0.15%
+23,992
155
$1.67M 0.15%
70,116
+27,403
156
$1.66M 0.15%
27,789
+17,205
157
$1.64M 0.15%
31,277
-82,558
158
$1.64M 0.15%
59,318
+12,283
159
$1.63M 0.14%
44,192
+4,699
160
$1.63M 0.14%
61,867
+4,286
161
$1.61M 0.14%
63,560
-68,629
162
$1.6M 0.14%
56,936
-4,835
163
$1.59M 0.14%
31,217
+15,323
164
$1.56M 0.14%
12,243
-2,702
165
$1.55M 0.14%
25,731
+981
166
$1.55M 0.14%
+39,565
167
$1.54M 0.14%
+31,154
168
$1.53M 0.14%
12,939
+74
169
$1.52M 0.14%
+62,309
170
$1.5M 0.13%
43,628
+6,830
171
$1.5M 0.13%
62,496
+29,575
172
$1.47M 0.13%
+16,514
173
$1.47M 0.13%
23,763
+5,487
174
$1.46M 0.13%
+14,485
175
$1.46M 0.13%
15,231
-15
5 6
7
8 9