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
$1.12B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$33M
3
+$29.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.2M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$13.3M

Top Sells

1
+$12.2M
2
+$9.39M
3
+$6.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.4M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$6.4M

Sector Composition

1 Consumer Discretionary 7.46%
2 Technology 6.63%
3 Financials 3.93%
4 Communication Services 3.58%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.25M 0.11%
78,112
+18,344
202
$1.25M 0.11%
49,585
-16,858
203
$1.24M 0.11%
+21,256
204
$1.24M 0.11%
22,507
+4,589
205
$1.22M 0.11%
21,422
-582
206
$1.22M 0.11%
+18,213
207
$1.21M 0.11%
58,127
+30,205
208
$1.21M 0.11%
+62,341
209
$1.2M 0.11%
+17,580
210
$1.2M 0.11%
+11,535
211
$1.2M 0.11%
32,468
+14,210
212
$1.19M 0.11%
86,561
+1,922
213
$1.16M 0.1%
+17,728
214
$1.15M 0.1%
+11,010
215
$1.13M 0.1%
+75,589
216
$1.12M 0.1%
+16,270
217
$1.1M 0.1%
25,659
-14,600
218
$1.1M 0.1%
+68,964
219
$1.08M 0.1%
+75,567
220
$1.06M 0.09%
+48,640
221
$1.06M 0.09%
+21,886
222
$1.05M 0.09%
21,964
+521
223
$1.05M 0.09%
+18,894
224
$1.02M 0.09%
+11,283
225
$1M 0.09%
33,723
+405
7 8
9
10 11