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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$8.74M
3
+$7.76M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$8.28M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.06M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.34M 0.11%
45,756
-5,091
202
$2.33M 0.11%
58,470
-13,017
203
$2.28M 0.11%
24,424
-941
204
$2.25M 0.11%
50,534
+4,219
205
$2.23M 0.1%
82,965
+10,659
206
$2.23M 0.1%
38,380
-1,648
207
$2.21M 0.1%
44,188
+8,470
208
$2.19M 0.1%
10,971
-2,422
209
$2.19M 0.1%
86,154
-20,068
210
$2.19M 0.1%
10,412
+23
211
$2.19M 0.1%
23,762
-347
212
$2.19M 0.1%
19,146
-8,749
213
$2.16M 0.1%
+45,917
214
$2.16M 0.1%
253,661
-80,872
215
$2.14M 0.1%
+14,780
216
$2.13M 0.1%
79,257
-12,129
217
$2.12M 0.1%
+172,887
218
$2.09M 0.1%
22,833
-2,415
219
$2.03M 0.1%
46,296
-3,632
220
$2.03M 0.1%
+32,969
221
$2M 0.09%
21,418
+4,052
222
$1.98M 0.09%
16,458
-3,762
223
$1.97M 0.09%
31,756
-5,081
224
$1.94M 0.09%
44,120
+381
225
$1.94M 0.09%
35,386
-1,390
7 8
9
10 11