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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.54M 0.13%
13,705
-473
177
$1.53M 0.13%
24,259
+1,155
178
$1.51M 0.13%
42,116
-15,800
179
$1.49M 0.12%
295,326
+1,756
180
$1.43M 0.12%
59,217
-9,228
181
$1.42M 0.12%
76,506
+4,077
182
$1.4M 0.12%
12,576
+298
183
$1.4M 0.12%
23,581
-1,769
184
$1.4M 0.12%
49,601
-2,813
185
$1.35M 0.11%
24,446
+716
186
$1.32M 0.11%
22,604
-1,372
187
$1.3M 0.11%
37,476
+2,030
188
$1.29M 0.11%
89,768
+104
189
$1.28M 0.11%
31,247
-4,088
190
$1.26M 0.1%
43,498
+962
191
$1.24M 0.1%
19,781
-1,225
192
$1.24M 0.1%
42,339
-894
193
$1.22M 0.1%
35,472
+4,350
194
$1.21M 0.1%
22,034
+4,945
195
$1.2M 0.1%
+194,975
196
$1.19M 0.1%
21,677
+579
197
$1.19M 0.1%
23,415
+9,016
198
$1.19M 0.1%
15,602
+200
199
$1.16M 0.1%
20,463
+1,104
200
$1.16M 0.1%
53,026
+6,881
6 7
8
9 10