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
$2.21B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$13.4M
3
+$10.7M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$8.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.39M

Top Sells

1
+$27.5M
2
+$15.3M
3
+$9.22M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$9.15M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.24M

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 5.77%
3 Communication Services 2.75%
4 Financials 2.69%
5 Healthcare 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.54M 0.12%
59,393
-7,424
202
$2.52M 0.11%
12,559
+811
203
$2.52M 0.11%
48,253
+500
204
$2.49M 0.11%
30,314
+256
205
$2.48M 0.11%
136,072
+1,120
206
$2.48M 0.11%
25,945
+1,705
207
$2.45M 0.11%
13,443
-48
208
$2.45M 0.11%
47,754
+515
209
$2.45M 0.11%
34,966
+574
210
$2.44M 0.11%
47,431
+4,811
211
$2.44M 0.11%
41,148
+2,690
212
$2.39M 0.11%
22,618
+6,439
213
$2.38M 0.11%
23,901
+2,797
214
$2.37M 0.11%
+87,739
215
$2.36M 0.11%
32,602
+8,145
216
$2.33M 0.11%
30,550
+876
217
$2.33M 0.11%
89,540
+12,393
218
$2.32M 0.11%
48,314
+3,343
219
$2.29M 0.1%
15,941
+644
220
$2.26M 0.1%
49,707
+2,707
221
$2.24M 0.1%
53,290
+738
222
$2.23M 0.1%
67,449
+20,466
223
$2.21M 0.1%
32,147
+1,879
224
$2.18M 0.1%
83,487
+2,775
225
$2.15M 0.1%
10,426
+83
7 8
9
10 11