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
$1.09B
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$8.14M
3
+$6.08M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.31M

Top Sells

1
+$29.1M
2
+$22M
3
+$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$11M

Sector Composition

1 Technology 9.23%
2 Consumer Discretionary 6.64%
3 Financials 3.33%
4 Communication Services 3.09%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.09M 0.1%
18,144
-24,011
202
$1.09M 0.1%
29,934
+16,878
203
$1.08M 0.1%
15,402
+60
204
$1.05M 0.1%
19,860
+5,932
205
$1.05M 0.1%
+23,249
206
$1.01M 0.09%
81,840
-85,224
207
$1.01M 0.09%
46,145
+6,819
208
$994K 0.09%
19,359
+4,948
209
$977K 0.09%
87,156
+3,065
210
$969K 0.09%
17,425
+2,267
211
$959K 0.09%
29,552
+7,544
212
$956K 0.09%
15,593
+198
213
$955K 0.09%
37,250
+291
214
$941K 0.09%
10,386
-3,234
215
$934K 0.09%
17,089
+4,660
216
$926K 0.09%
17,213
-7,854
217
$925K 0.09%
28,000
-4,909
218
$916K 0.08%
17,600
219
$910K 0.08%
13,519
-1,133
220
$887K 0.08%
17,224
+1,745
221
$886K 0.08%
48,640
222
$880K 0.08%
21,850
-48,249
223
$878K 0.08%
+11,240
224
$877K 0.08%
+14,101
225
$863K 0.08%
21,878
-8,302
7 8
9
10 11