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
351
$292K 0.02%
113,113
+3
352
$285K 0.02%
+22,142
353
$277K 0.02%
12,473
354
$276K 0.02%
+10,843
355
$263K 0.02%
13,974
+202
356
$262K 0.02%
+15,636
357
$260K 0.02%
17,850
+500
358
$256K 0.02%
52,076
+12,021
359
$256K 0.02%
12,309
+740
360
$247K 0.02%
+50,800
361
$234K 0.02%
12,652
-83
362
$231K 0.02%
54,006
-5,000
363
$228K 0.02%
13,052
364
$226K 0.02%
10,342
+205
365
$226K 0.02%
14,991
+42
366
$221K 0.02%
10,380
+236
367
$211K 0.02%
+13,098
368
$205K 0.02%
+111,655
369
$204K 0.02%
+839
370
$200K 0.02%
13,806
371
– –
-17,430
372
– –
-15,394
373
– –
-14,832
374
– –
-16,060
375
– –
-12,672
12 13 14
15
16