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
$1.92B
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.66M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.96M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.14M

Top Sells

1
+$19.4M
2
+$11.4M
3
+$9.57M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$7.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.47M

Sector Composition

1 Technology 9.17%
2 Consumer Discretionary 6.48%
3 Communication Services 2.84%
4 Financials 2.49%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.1M 4.55%
273,026
-17,300
2
$72.9M 3.81%
597,107
+4,353
3
$67.1M 3.5%
169,207
+6,309
4
$56.8M 2.96%
473,297
+34,635
5
$53.6M 2.8%
585,546
+35,224
6
$51.6M 2.69%
333,360
-73,720
7
$38M 1.98%
161,000
+315
8
$35.2M 1.84%
509,105
-280,200
9
$31M 1.62%
77,952
-2,374
10
$30.9M 1.61%
138,666
+25,371
11
$29.6M 1.55%
635,888
-61,050
12
$28.3M 1.47%
357,083
-5,884
13
$26.6M 1.39%
700,380
+75,405
14
$21.4M 1.11%
301,586
-3,510
15
$20.4M 1.06%
138,621
+17,098
16
$20M 1.04%
390,985
+275,367
17
$19.3M 1.01%
479,929
+24,170
18
$18.2M 0.95%
87,992
+1,692
19
$17.5M 0.91%
461,644
+254,810
20
$17.4M 0.91%
71,680
-9,128
21
$17.4M 0.91%
195,652
+39,421
22
$16.9M 0.88%
517,011
-112,116
23
$15.1M 0.79%
58,625
-2,305
24
$15M 0.78%
138,021
+53,782
25
$14.5M 0.76%
489,560
+195,390
1
2 3 4 5