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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$8.74M
3
+$7.76M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.06M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.37M 0.16%
20,571
-10,492
152
$3.37M 0.16%
66,483
-2,387
153
$3.36M 0.16%
65,544
+29,539
154
$3.32M 0.16%
+12,693
155
$3.31M 0.16%
174,240
-50,717
156
$3.22M 0.15%
+42,841
157
$3.21M 0.15%
107,172
+60,325
158
$3.2M 0.15%
227,515
+21,621
159
$3.19M 0.15%
29,752
-3,581
160
$3.16M 0.15%
50,429
-3,036
161
$3.15M 0.15%
18,198
+364
162
$3.12M 0.15%
+84,293
163
$3.06M 0.14%
37,932
+5,569
164
$3.04M 0.14%
63,394
+12,663
165
$3.02M 0.14%
66,922
-21,673
166
$3.02M 0.14%
94,389
-258,722
167
$3.02M 0.14%
60,983
+3,215
168
$3.02M 0.14%
28,449
-26,636
169
$3.01M 0.14%
36,329
+7,383
170
$2.96M 0.14%
27,816
+204
171
$2.91M 0.14%
53,287
+6,277
172
$2.87M 0.13%
23,861
-1,476
173
$2.85M 0.13%
31,900
+3,977
174
$2.85M 0.13%
+14,862
175
$2.84M 0.13%
39,596
+708
5 6
7
8 9