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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.68M 0.13%
17,834
+295
177
$2.66M 0.13%
57,768
+3,266
178
$2.65M 0.13%
32,363
+2,049
179
$2.65M 0.13%
27,612
+1,667
180
$2.63M 0.13%
38,888
-1,455
181
$2.6M 0.13%
52,666
-37,086
182
$2.58M 0.13%
334,533
-2,705
183
$2.58M 0.13%
50,847
+3,416
184
$2.57M 0.13%
49,928
+17,782
185
$2.54M 0.12%
89,557
+1,365
186
$2.53M 0.12%
24,846
-1,253
187
$2.53M 0.12%
12,609
+50
188
$2.52M 0.12%
36,577
+1,611
189
$2.52M 0.12%
42,844
+1,696
190
$2.51M 0.12%
30,762
-1,840
191
$2.51M 0.12%
135,352
-720
192
$2.5M 0.12%
+60,481
193
$2.49M 0.12%
47,010
-744
194
$2.44M 0.12%
28,171
+6,195
195
$2.43M 0.12%
50,731
+2,417
196
$2.4M 0.12%
23,799
-102
197
$2.4M 0.12%
13,393
-50
198
$2.4M 0.12%
37,383
-14,011
199
$2.37M 0.12%
74,114
+6,665
200
$2.37M 0.12%
25,248
+2,630
6 7
8
9 10