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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.16M 0.1%
14,186
-4,000
202
$1.12M 0.09%
100,445
+13,289
203
$1.1M 0.09%
12,201
-2,284
204
$1.1M 0.09%
24,863
+3,013
205
$1.09M 0.09%
14,025
+64
206
$1.08M 0.09%
+10,471
207
$1.07M 0.09%
+34,156
208
$1.06M 0.09%
22,712
-537
209
$1.04M 0.09%
+61,078
210
$1.02M 0.08%
30,218
-910
211
$1.01M 0.08%
15,451
-142
212
$1.01M 0.08%
17,029
+5,831
213
$1M 0.08%
35,243
-2,007
214
$992K 0.08%
30,067
+2,067
215
$979K 0.08%
12,089
+849
216
$978K 0.08%
17,042
-171
217
$978K 0.08%
16,381
-1,044
218
$976K 0.08%
17,533
+309
219
$975K 0.08%
55,285
-10,641
220
$943K 0.08%
+51,284
221
$923K 0.08%
+16,050
222
$917K 0.08%
32,887
+2,184
223
$916K 0.08%
17,600
224
$893K 0.07%
31,885
-509
225
$892K 0.07%
16,457
-3,403
7 8
9
10 11