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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.31M 0.12%
+56,114
177
$2.29M 0.12%
41,004
-18,013
178
$2.26M 0.12%
38,231
-8,384
179
$2.24M 0.12%
15,865
-4,676
180
$2.21M 0.12%
44,138
+7,303
181
$2.19M 0.11%
134,952
-1,760
182
$2.19M 0.11%
+52,552
183
$2.18M 0.11%
41,331
-8,839
184
$2.18M 0.11%
11,748
+1,700
185
$2.17M 0.11%
38,458
+488
186
$2.17M 0.11%
56,723
-1,197
187
$2.17M 0.11%
29,674
+2,672
188
$2.15M 0.11%
44,971
-27,085
189
$2.14M 0.11%
16,002
+2,731
190
$2.14M 0.11%
19,746
-562
191
$2.13M 0.11%
24,240
+14,000
192
$2.12M 0.11%
22,090
+291
193
$2.1M 0.11%
32,792
+3,468
194
$2.09M 0.11%
42,620
-2,204
195
$2.09M 0.11%
10,343
-454
196
$2.07M 0.11%
38,769
-43,652
197
$2.07M 0.11%
35,065
-54
198
$2.06M 0.11%
47,000
+24,665
199
$2.05M 0.11%
21,220
+286
200
$2.04M 0.11%
109,829
-1,880
6 7
8
9 10