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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.04M 0.11%
94,165
-16,274
202
$2M 0.1%
80,712
+477
203
$2M 0.1%
51,206
-58,230
204
$1.99M 0.1%
25,379
-84,870
205
$1.99M 0.1%
77,147
+2,633
206
$1.99M 0.1%
15,297
-12,960
207
$1.97M 0.1%
31,118
-372
208
$1.96M 0.1%
+36,975
209
$1.96M 0.1%
30,268
+5,008
210
$1.91M 0.1%
13,544
-89
211
$1.91M 0.1%
+37,405
212
$1.89M 0.1%
43,700
-24,476
213
$1.87M 0.1%
29,779
+304
214
$1.85M 0.1%
+10,102
215
$1.85M 0.1%
21,104
-14,218
216
$1.85M 0.1%
45,778
+591
217
$1.84M 0.1%
23,594
-6,556
218
$1.84M 0.1%
+16,179
219
$1.82M 0.1%
+14,574
220
$1.82M 0.09%
12,085
-1,198
221
$1.81M 0.09%
29,576
+724
222
$1.81M 0.09%
71,458
-38,843
223
$1.79M 0.09%
54,270
+1,240
224
$1.78M 0.09%
88,508
+12,688
225
$1.77M 0.09%
15,674
-222
7 8
9
10 11