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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.93M 0.13%
53,065
+14,296
177
$2.9M 0.13%
276,663
+25,065
178
$2.88M 0.13%
28,113
+1,058
179
$2.86M 0.13%
24,757
+9,083
180
$2.83M 0.13%
337,238
+3,705
181
$2.83M 0.13%
62,415
+29,661
182
$2.83M 0.13%
25,085
+2,764
183
$2.79M 0.13%
26,376
+4,286
184
$2.76M 0.13%
+422,025
185
$2.75M 0.12%
12,630
+1,565
186
$2.74M 0.12%
+88,192
187
$2.73M 0.12%
51,251
+45
188
$2.71M 0.12%
43,004
+2,000
189
$2.69M 0.12%
+28,062
190
$2.69M 0.12%
113,665
+37,326
191
$2.69M 0.12%
79,102
+26,790
192
$2.66M 0.12%
26,099
-220
193
$2.64M 0.12%
40,343
+27,718
194
$2.64M 0.12%
28,063
+2,684
195
$2.62M 0.12%
83,816
+9,867
196
$2.6M 0.12%
17,539
+1,674
197
$2.59M 0.12%
+2,813
198
$2.58M 0.12%
54,502
-1,361
199
$2.58M 0.12%
38,838
+7,720
200
$2.56M 0.12%
+49,331
6 7
8
9 10