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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.41M 0.13%
+15,505
177
$1.4M 0.13%
52,414
+893
178
$1.39M 0.13%
12,278
-1,226
179
$1.38M 0.13%
+15,930
180
$1.38M 0.13%
35,335
-16,277
181
$1.37M 0.13%
14,029
-415
182
$1.37M 0.13%
31,122
-20,528
183
$1.36M 0.13%
12,293
-11,131
184
$1.32M 0.12%
23,976
-9,592
185
$1.31M 0.12%
+40,128
186
$1.31M 0.12%
21,006
+121
187
$1.3M 0.12%
43,233
-1,318
188
$1.29M 0.12%
47,605
+9,145
189
$1.27M 0.12%
65,926
-602
190
$1.27M 0.12%
72,429
-27,273
191
$1.26M 0.12%
+100,053
192
$1.25M 0.11%
+25,350
193
$1.25M 0.11%
23,730
+772
194
$1.22M 0.11%
+18,186
195
$1.21M 0.11%
+14,485
196
$1.2M 0.11%
42,536
-1,940
197
$1.19M 0.11%
35,446
+14,006
198
$1.15M 0.11%
89,664
-459,344
199
$1.14M 0.1%
21,098
-22,786
200
$1.1M 0.1%
31,128
-1,154
6 7
8
9 10