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
SPDR Portfolio TIPS ETF
SPIP
+$7.05M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$7.04M

Top Sells

1
+$14.9M
2
+$11M
3
+$8.82M
4
SPTI icon
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
1
$137M 6.44%
761,851
-48,948
2
$75.2M 3.52%
187,926
-37,145
3
$73.6M 3.45%
154,270
-12,320
4
$47.6M 2.23%
848,141
+125,558
5
$47.1M 2.21%
140,491
-17,400
6
$46.3M 2.17%
+273,100
7
$44.7M 2.09%
93,342
-5,976
8
$37.4M 1.75%
386,873
-43,753
9
$35.8M 1.68%
91,431
-18,324
10
$31.1M 1.46%
288,924
-16,113
11
$28.1M 1.32%
655,971
-41,814
12
$27.8M 1.3%
332,641
+6,074
13
$25.8M 1.21%
613,079
-38,766
14
$22.4M 1.05%
130,738
-20,125
15
$22.1M 1.04%
739,640
+100,640
16
$21.8M 1.02%
298,782
+60,806
17
$21.6M 1.01%
89,364
-2,922
18
$19.5M 0.91%
117,989
+37,210
19
$17.5M 0.82%
560,095
+225,248
20
$16.7M 0.79%
38,161
+928
21
$16.4M 0.77%
142,945
-10,727
22
$16.1M 0.75%
34,852
-4,487
23
$16M 0.75%
320,076
+7,864
24
$15.9M 0.75%
197,717
-82,447
25
$14.3M 0.67%
484,338
+81,299
1
2 3 4 5