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
$216M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.1M
3
+$4.72M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.46M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$2.65M

Top Sells

1
+$28.4M
2
+$11.1M
3
+$7.49M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.97M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$5.8M

Sector Composition

1 Technology 4.05%
2 Healthcare 3.39%
3 Financials 3.34%
4 Industrials 2.44%
5 Energy 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-375,450
177
– –
-209,529
178
– –
-1,572
179
– –
-32,368
180
– –
-6,870
181
– –
-79,649
182
– –
-13,990
183
– –
-6,062
4 5 6 7
8