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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$8.74M
3
+$7.76M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.06M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.84M 0.13%
72,325
-19,475
177
$2.77M 0.13%
63,946
+50,436
178
$2.77M 0.13%
92,476
+2,919
179
$2.77M 0.13%
42,206
+8,592
180
$2.76M 0.13%
35,943
-2,720
181
$2.74M 0.13%
13,226
-595
182
$2.73M 0.13%
83,506
+9,392
183
$2.73M 0.13%
77,068
-9,571
184
$2.73M 0.13%
14,727
-1,132
185
$2.71M 0.13%
30,877
+2,706
186
$2.68M 0.13%
132,360
+20,186
187
$2.67M 0.13%
32,165
+1,326
188
$2.66M 0.12%
26,220
+1,374
189
$2.64M 0.12%
26,375
+9,354
190
$2.63M 0.12%
50,925
-18,380
191
$2.59M 0.12%
29,794
-51,048
192
$2.59M 0.12%
50,465
-3,009
193
$2.57M 0.12%
120,295
+38,557
194
$2.45M 0.11%
+76,350
195
$2.39M 0.11%
17,527
-2,196
196
$2.39M 0.11%
+15,046
197
$2.38M 0.11%
+90,420
198
$2.37M 0.11%
22,802
-3,162
199
$2.36M 0.11%
41,603
-44,970
200
$2.35M 0.11%
45,139
+2,457
6 7
8
9 10