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
$1.32B
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$5.56M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$4.73M
5
LMT icon
Lockheed Martin
LMT
+$4.01M

Top Sells

1
+$13.5M
2
+$12.5M
3
+$9.77M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.89M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$6.8M

Sector Composition

1 Technology 8.03%
2 Communication Services 4.98%
3 Consumer Discretionary 4.62%
4 Financials 3.78%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25M 0.1%
+11,590
227
$1.25M 0.1%
14,239
+2,216
228
$1.25M 0.09%
40,859
+3,565
229
$1.24M 0.09%
68,532
+1,713
230
$1.21M 0.09%
13,534
-341
231
$1.21M 0.09%
11,896
-1
232
$1.2M 0.09%
30,032
+5,538
233
$1.18M 0.09%
40,550
+24,230
234
$1.18M 0.09%
+11,133
235
$1.17M 0.09%
41,070
-9,022
236
$1.17M 0.09%
75,266
-3,028
237
$1.16M 0.09%
21,745
+2,439
238
$1.16M 0.09%
77,832
+2,760
239
$1.15M 0.09%
72,410
-3,683
240
$1.13M 0.09%
20,095
-269
241
$1.13M 0.09%
20,897
-4,364
242
$1.12M 0.09%
39,823
-813
243
$1.07M 0.08%
16,371
+1,052
244
$1.05M 0.08%
16,638
245
$1.02M 0.08%
27,585
+30
246
$1.02M 0.08%
+12,516
247
$1.01M 0.08%
11,032
-1,114
248
$992K 0.08%
48,640
249
$975K 0.07%
+11,892
250
$974K 0.07%
+22,092
8 9
10
11 12