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
$615M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.3M
3
+$19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.9M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$12.6M

Top Sells

1
+$15.6M
2
+$13.9M
3
+$11.5M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$10.7M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$10.6M

Sector Composition

1 Technology 5.7%
2 Financials 3.48%
3 Industrials 2.78%
4 Healthcare 2.02%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 0.8%
201,574
+62,726
27
$4.88M 0.79%
61,034
+1,112
28
$4.66M 0.76%
80,776
+22,323
29
$4.57M 0.74%
132,930
-1,945
30
$4.53M 0.74%
548,992
-11,552
31
$4.47M 0.73%
258,951
-2,640
32
$4.46M 0.73%
40,131
-1,296
33
$4.27M 0.69%
+86,712
34
$4.16M 0.68%
16,563
-590
35
$4.04M 0.66%
264,062
-4,411
36
$3.84M 0.62%
20,963
-445
37
$3.77M 0.61%
+21,049
38
$3.73M 0.61%
21,820
-81,188
39
$3.51M 0.57%
+28,291
40
$3.51M 0.57%
+41,345
41
$3.49M 0.57%
24,932
+3,029
42
$3.43M 0.56%
26,387
-44,119
43
$3.39M 0.55%
114,050
-2,103
44
$3.39M 0.55%
65,026
+15,841
45
$3.37M 0.55%
67,437
+19,622
46
$3.34M 0.54%
37,524
+5,440
47
$3.27M 0.53%
+11,355
48
$3.23M 0.53%
21,658
+7,272
49
$3.17M 0.52%
+10,210
50
$3.12M 0.51%
+13,769
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