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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.77M 0.16%
21,540
-841
152
$1.77M 0.16%
23,104
-2,922
153
$1.74M 0.16%
10,571
-2,182
154
$1.72M 0.16%
98,884
+23,821
155
$1.72M 0.16%
+77,538
156
$1.71M 0.16%
71,122
+1,664
157
$1.7M 0.16%
35,444
-31,872
158
$1.68M 0.16%
27,527
+7,136
159
$1.66M 0.15%
33,272
-19,198
160
$1.64M 0.15%
+12,552
161
$1.6M 0.15%
68,445
-16,127
162
$1.59M 0.15%
35,266
+2,496
163
$1.55M 0.14%
11,660
-4,869
164
$1.54M 0.14%
14,178
-780
165
$1.53M 0.14%
38,125
-8,108
166
$1.52M 0.14%
16,573
+615
167
$1.5M 0.14%
+70,497
168
$1.5M 0.14%
18,112
+548
169
$1.49M 0.14%
46,225
-10,618
170
$1.48M 0.14%
293,570
+5,048
171
$1.48M 0.14%
28,714
-371
172
$1.45M 0.13%
78,365
+3,063
173
$1.45M 0.13%
12,152
-1,027
174
$1.42M 0.13%
23,779
-5,833
175
$1.41M 0.13%
40,813
-17,772
5 6
7
8 9