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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.42M 0.17%
31,011
+2,093
152
$3.38M 0.17%
18,488
-3,208
153
$3.37M 0.16%
58,838
+1,035
154
$3.36M 0.16%
22,981
+2,325
155
$3.3M 0.16%
+43,146
156
$3.21M 0.16%
77,801
+1,367
157
$3.15M 0.15%
53,465
+10,461
158
$3.1M 0.15%
32,855
-98
159
$3.08M 0.15%
127,560
+13,895
160
$3.06M 0.15%
71,487
-76
161
$3.05M 0.15%
20,220
-2,613
162
$2.98M 0.15%
86,639
+1,202
163
$2.95M 0.14%
70,599
+17,309
164
$2.92M 0.14%
38,663
-3,580
165
$2.86M 0.14%
24,856
+99
166
$2.85M 0.14%
27,873
-190
167
$2.78M 0.14%
27,923
-190
168
$2.78M 0.14%
53,474
+5,221
169
$2.78M 0.14%
19,723
+3,782
170
$2.75M 0.13%
27,895
-167
171
$2.74M 0.13%
25,964
-412
172
$2.72M 0.13%
106,222
-13,030
173
$2.7M 0.13%
274,613
-2,050
174
$2.7M 0.13%
53,121
+56
175
$2.7M 0.13%
13,821
+1,191
5 6
7
8 9