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
326
$451K 0.03%
29,854
327
$433K 0.03%
+10,760
328
$433K 0.03%
13,749
+2,184
329
$422K 0.03%
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11,760
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331
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16,218
+350
332
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7,269
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333
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19,447
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335
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13,288
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336
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12,265
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337
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14,736
-19,562
338
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12,618
-8,154
339
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7,913
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340
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36,817
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341
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342
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343
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11,684
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344
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345
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346
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20,370
+1,940
347
$321K 0.02%
10,965
-740
348
$302K 0.02%
1,380
-3
349
$302K 0.02%
36,400
350
$292K 0.02%
22,450
+646
12 13
14
15 16