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
$698M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$26.3M
3
+$21.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$19.6M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$18.7M

Top Sells

1
+$110M
2
+$55.4M
3
+$42.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$28.4M
5
GM icon
General Motors
GM
+$26.2M

Sector Composition

1 Technology 5.51%
2 Communication Services 5.33%
3 Energy 4.87%
4 Healthcare 3.15%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.23M 1.04%
+56,921
27
$6.98M 1%
+287,901
28
$6.97M 1%
126,916
+90,796
29
$6.58M 0.94%
+46,684
30
$6.27M 0.9%
+59,033
31
$6.23M 0.89%
83,902
-64,938
32
$5.91M 0.85%
218,251
+202,022
33
$5.56M 0.8%
+39,446
34
$5.37M 0.77%
+36,417
35
$5.36M 0.77%
+41,380
36
$5.29M 0.76%
45,417
+29,749
37
$5.09M 0.73%
81,311
+67,827
38
$5M 0.72%
42,056
+37,157
39
$4.94M 0.71%
+110,675
40
$4.78M 0.69%
+59,922
41
$4.71M 0.67%
+50,177
42
$4.63M 0.66%
+77,422
43
$4.6M 0.66%
+144,391
44
$4.6M 0.66%
+47,639
45
$4.59M 0.66%
75,072
+68,304
46
$4.55M 0.65%
+52,238
47
$4.48M 0.64%
+134,875
48
$4.43M 0.63%
+560,544
49
$4.4M 0.63%
130,381
+122,369
50
$4.38M 0.63%
+261,591
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