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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.85M 0.15%
17,678
+177
152
$2.83M 0.15%
38,419
-3,024
153
$2.79M 0.15%
30,654
-6,048
154
$2.78M 0.14%
25,508
+2,524
155
$2.68M 0.14%
26,319
-1,400
156
$2.68M 0.14%
66,817
-122,111
157
$2.67M 0.14%
77,178
+28,184
158
$2.66M 0.14%
27,055
+2,249
159
$2.6M 0.14%
63,973
+43,603
160
$2.57M 0.13%
11,065
-983
161
$2.56M 0.13%
66,130
-3,291
162
$2.56M 0.13%
333,533
+35,228
163
$2.52M 0.13%
17,474
-43,163
164
$2.49M 0.13%
55,863
+8,034
165
$2.49M 0.13%
76,498
-12,860
166
$2.49M 0.13%
72,382
+53,822
167
$2.47M 0.13%
30,058
-1,645
168
$2.45M 0.13%
47,239
+242
169
$2.44M 0.13%
47,753
+7,242
170
$2.42M 0.13%
22,321
-1,790
171
$2.42M 0.13%
251,598
-9,896
172
$2.4M 0.13%
13,491
-706
173
$2.39M 0.12%
102,543
-78,179
174
$2.35M 0.12%
34,392
-26,578
175
$2.31M 0.12%
73,949
-40,419
5 6
7
8 9