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
301
$604K 0.05%
12,534
-2,254
302
$598K 0.05%
11,198
+292
303
$596K 0.05%
18,824
+1,364
304
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25,238
-118
305
$572K 0.04%
31,543
+598
306
$568K 0.04%
16,676
+105
307
$564K 0.04%
11,893
-1,126
308
$563K 0.04%
17,671
-6,236
309
$562K 0.04%
12,161
-2,158
310
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15,865
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311
$535K 0.04%
18,746
-3,106
312
$533K 0.04%
20,383
-194
313
$515K 0.04%
23,608
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314
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13,197
-308
315
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316
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317
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16,743
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318
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12,600
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319
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27,872
-2,465
320
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33,605
321
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17,193
+4,484
322
$473K 0.04%
26,968
-2,660
323
$460K 0.03%
24,451
+2,703
324
$460K 0.03%
23,826
-594
325
$459K 0.03%
10,029
-11,226
11 12
13
14 15