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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.74M 0.17%
23,491
+6,017
152
$3.73M 0.17%
29,658
-29,013
153
$3.65M 0.17%
343,280
-1,799
154
$3.63M 0.16%
36,772
+15,552
155
$3.56M 0.16%
32,909
+13,163
156
$3.51M 0.16%
51,394
-14,737
157
$3.51M 0.16%
69,236
+387
158
$3.49M 0.16%
+36,081
159
$3.47M 0.16%
14,307
-1,779
160
$3.46M 0.16%
+172,989
161
$3.43M 0.16%
83,122
+16,992
162
$3.42M 0.15%
87,011
+30,288
163
$3.41M 0.15%
+57,803
164
$3.4M 0.15%
77,742
+2,596
165
$3.29M 0.15%
42,243
+3,824
166
$3.25M 0.15%
28,918
+3,410
167
$3.23M 0.15%
71,563
+27,863
168
$3.23M 0.15%
122,544
+20,001
169
$3.19M 0.14%
20,656
+8,575
170
$3.18M 0.14%
32,953
+238
171
$3.16M 0.14%
72,751
+16,637
172
$3.16M 0.14%
76,434
-24,417
173
$3.05M 0.14%
119,252
-58,886
174
$2.98M 0.14%
85,437
+31,167
175
$2.96M 0.13%
17,794
+116
5 6
7
8 9