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

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
251
$963K 0.07%
15,802
+2,919
252
$919K 0.07%
43,465
-3,910
253
$913K 0.07%
16,976
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254
$912K 0.07%
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255
$902K 0.07%
48,209
-1,250
256
$900K 0.07%
11,870
-400
257
$897K 0.07%
21,815
+1,854
258
$879K 0.07%
15,812
+808
259
$869K 0.07%
18,370
-291
260
$865K 0.07%
95,113
+21,803
261
$836K 0.06%
16,866
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262
$834K 0.06%
42,229
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263
$820K 0.06%
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264
$819K 0.06%
19,296
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265
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62,211
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$795K 0.06%
29,034
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267
$789K 0.06%
15,405
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268
$786K 0.06%
22,490
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269
$771K 0.06%
38,800
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270
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17,760
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271
$757K 0.06%
+11,438
272
$740K 0.06%
11,085
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273
$735K 0.06%
13,438
-698
274
$730K 0.06%
34,620
-6,061
275
$718K 0.05%
14,174
+71