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
276
$717K 0.05%
19,638
277
$715K 0.05%
22,359
-10,490
278
$712K 0.05%
30,480
-2,050
279
$689K 0.05%
12,839
+2,822
280
$689K 0.05%
+12,441
281
$685K 0.05%
+11,997
282
$678K 0.05%
25,118
-456
283
$674K 0.05%
16,306
-1,331
284
$672K 0.05%
21,289
-6,275
285
$669K 0.05%
15,457
-1,175
286
$669K 0.05%
29,284
-2,026
287
$662K 0.05%
25,256
-4,711
288
$660K 0.05%
39,250
-908
289
$657K 0.05%
12,614
+1,317
290
$651K 0.05%
13,311
-1,771
291
$650K 0.05%
43,482
-4,346
292
$644K 0.05%
12,890
-8,420
293
$639K 0.05%
10,723
-6,462
294
$636K 0.05%
11,510
-9,179
295
$635K 0.05%
26,550
+2,184
296
$633K 0.05%
10,785
-130
297
$632K 0.05%
12,755
-86,270
298
$632K 0.05%
11,915
-1,518
299
$628K 0.05%
22,199
+13,687
300
$625K 0.05%
29,075
+3,982
10 11
12
13 14