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
$1.21B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$15.7M
3
+$11.7M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$10.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.81M

Top Sells

1
+$13.3M
2
+$13M
3
+$7.12M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.81M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.61M

Sector Composition

1 Technology 10.83%
2 Consumer Discretionary 8.97%
3 Financials 3.11%
4 Communication Services 3.03%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60M 4.97%
517,670
+47,946
2
$59M 4.88%
374,440
+12,720
3
$55M 4.56%
197,872
+42,039
4
$47.6M 3.94%
746,495
+42,899
5
$35.9M 2.98%
107,249
+23,323
6
$28.8M 2.39%
313,370
+36,794
7
$26.9M 2.23%
127,910
+1,438
8
$24.1M 1.99%
353,459
-82,438
9
$19.8M 1.64%
+138,651
10
$18.9M 1.57%
56,329
-2,715
11
$16.9M 1.4%
429,182
+399,248
12
$15M 1.24%
362,049
+49,018
13
$14.3M 1.19%
80,792
-4,203
14
$12.2M 1.01%
387,825
+50,794
15
$11.5M 0.96%
232,952
-2,724
16
$11.5M 0.95%
50,459
+925
17
$11.1M 0.92%
52,127
-6,374
18
$10.9M 0.9%
354,431
-232,062
19
$10.5M 0.87%
55,947
-2,664
20
$10.4M 0.86%
81,120
+11,740
21
$10.4M 0.86%
60,845
-3,706
22
$10.3M 0.85%
+368,181
23
$10M 0.83%
240,139
+11,639
24
$9.87M 0.82%
31,686
-1,228
25
$9.78M 0.81%
195,099
+89,832
1
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