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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7.06M
3
+$6.37M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$5.99M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.05M

Top Sells

1
+$51.6M
2
+$24M
3
+$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.36M 0.12%
87,739
202
$2.35M 0.11%
30,839
+289
203
$2.35M 0.11%
114,306
+13,726
204
$2.33M 0.11%
91,386
+7,899
205
$2.33M 0.11%
107,594
+22,786
206
$2.33M 0.11%
+112,174
207
$2.32M 0.11%
30,763
+5,719
208
$2.31M 0.11%
+33,614
209
$2.26M 0.11%
28,946
+3,108
210
$2.26M 0.11%
114,166
+91,566
211
$2.26M 0.11%
53,504
-5,889
212
$2.21M 0.11%
36,837
-2,001
213
$2.21M 0.11%
111,005
+486
214
$2.19M 0.11%
21,496
+554
215
$2.16M 0.11%
10,389
-37
216
$2.16M 0.11%
25,365
+4,087
217
$2.15M 0.11%
+10,125
218
$2.15M 0.1%
40,274
+17,290
219
$2.15M 0.1%
14,673
+249
220
$2.1M 0.1%
15,859
+2,317
221
$2.1M 0.1%
40,028
-31,005
222
$2.08M 0.1%
42,682
+3,081
223
$2.06M 0.1%
29,516
-2,631
224
$2.03M 0.1%
37,085
+9,526
225
$2.02M 0.1%
24,532
+578
7 8
9
10 11