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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.82M 0.15%
59,645
-1,850
152
$1.82M 0.15%
35,171
+6,457
153
$1.81M 0.15%
54,605
-7,379
154
$1.79M 0.15%
120,706
-30,511
155
$1.79M 0.15%
66,545
+18,940
156
$1.79M 0.15%
79,458
-19,426
157
$1.78M 0.15%
14,222
+193
158
$1.76M 0.15%
23,130
-4,403
159
$1.76M 0.15%
32,642
+20,209
160
$1.76M 0.15%
15,939
+3,646
161
$1.76M 0.15%
12,671
+1,011
162
$1.74M 0.14%
37,068
+1,802
163
$1.73M 0.14%
28,885
-820
164
$1.71M 0.14%
+12,627
165
$1.7M 0.14%
12,723
+171
166
$1.69M 0.14%
21,431
-85
167
$1.65M 0.14%
32,872
-400
168
$1.65M 0.14%
45,385
+4,572
169
$1.64M 0.14%
14,025
-6,995
170
$1.63M 0.13%
27,142
+3,363
171
$1.61M 0.13%
17,518
-594
172
$1.6M 0.13%
46,917
+692
173
$1.59M 0.13%
38,834
-10,898
174
$1.57M 0.13%
74,111
-17,629
175
$1.56M 0.13%
36,033
-2,092
5 6
7
8 9