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
$956M
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29.3M
3
+$20.7M
4
XOM icon
Exxon Mobil
XOM
+$13.5M
5
META icon
Meta Platforms (Facebook)
META
+$11.7M

Top Sells

1
+$11.3M
2
+$10.1M
3
+$10M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$5.28M

Sector Composition

1 Technology 12.01%
2 Financials 4.7%
3 Energy 4.04%
4 Consumer Discretionary 3.94%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.88M 0.82%
266,934
-29,108
27
$7.54M 0.79%
74,588
-20,915
28
$7.39M 0.77%
+161,369
29
$7.37M 0.77%
52,751
+26,364
30
$7.28M 0.76%
237,187
-148,012
31
$6.82M 0.71%
125,284
+93,386
32
$6.79M 0.71%
+327,195
33
$6.47M 0.68%
+90,170
34
$6.39M 0.67%
+53,058
35
$6.39M 0.67%
217,212
-26,323
36
$6.28M 0.66%
63,667
-10,790
37
$6.22M 0.65%
+324,250
38
$5.75M 0.6%
+95,662
39
$5.54M 0.58%
35,167
+11,535
40
$5.33M 0.56%
+91,290
41
$5.06M 0.53%
+92,498
42
$4.97M 0.52%
562,840
+13,848
43
$4.86M 0.51%
266,811
+7,860
44
$4.62M 0.48%
15,041
+3,686
45
$4.61M 0.48%
166,801
+136,276
46
$4.58M 0.48%
101,830
+78,354
47
$4.54M 0.48%
+57,280
48
$4.53M 0.47%
+27,468
49
$4.48M 0.47%
+94,955
50
$4.43M 0.46%
72,995
+55,171
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