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
$1.12B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$33M
3
+$29.1M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.2M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$13.3M

Top Sells

1
+$12.2M
2
+$9.39M
3
+$6.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.4M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$6.4M

Sector Composition

1 Consumer Discretionary 7.46%
2 Technology 6.63%
3 Financials 3.93%
4 Communication Services 3.58%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42M 3.74%
516,060
+97,180
2
$34.2M 3.04%
+890,708
3
$33M 2.94%
+1,060,877
4
$31.2M 2.78%
586,650
+91,084
5
$29.1M 2.59%
+112,766
6
$27.4M 2.44%
172,546
+31,818
7
$27.3M 2.43%
1,026,939
+165,792
8
$24.3M 2.17%
1,053,195
+483,975
9
$23.4M 2.08%
204,532
-3,595
10
$21.7M 1.93%
160,678
-3,672
11
$20M 1.78%
77,952
-821
12
$18.2M 1.62%
+349,996
13
$18M 1.6%
465,320
+5,384
14
$13.3M 1.18%
+380,095
15
$13.3M 1.18%
381,350
-184,075
16
$13.2M 1.17%
179,975
-85,995
17
$13M 1.16%
192,640
+58,225
18
$12.9M 1.15%
126,048
-593
19
$12.6M 1.12%
264,870
-129,528
20
$12.2M 1.08%
+120,699
21
$9.7M 0.86%
+49,546
22
$8.57M 0.76%
+65,224
23
$8.43M 0.75%
75,321
+10,421
24
$7.88M 0.7%
239,747
+199,707
25
$7.85M 0.7%
+138,145
1
2 3 4 5