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
$799M
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$21.3M
3
+$21.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.7M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$18.3M

Top Sells

1
+$48.1M
2
+$35.4M
3
+$20.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$13.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.8M

Sector Composition

1 Consumer Discretionary 8.12%
2 Technology 6.51%
3 Financials 3.62%
4 Communication Services 3.05%
5 Energy 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.1M 0.89%
+39,381
27
$6.83M 0.85%
129,387
+29,364
28
$6.75M 0.84%
+124,847
29
$6.7M 0.84%
+57,255
30
$6.56M 0.82%
+105,677
31
$6.38M 0.8%
64,003
+44,626
32
$6.12M 0.77%
+33,888
33
$6.1M 0.76%
595,448
+14,048
34
$6.09M 0.76%
206,627
+173,403
35
$6.07M 0.76%
83,386
+68,562
36
$6.02M 0.75%
113,835
+76,311
37
$5.63M 0.7%
301,173
+7,977
38
$5.41M 0.68%
+92,737
39
$5.4M 0.68%
114,138
+95,424
40
$5.17M 0.65%
48,376
+3,752
41
$4.97M 0.62%
+19,588
42
$4.97M 0.62%
+97,388
43
$4.95M 0.62%
+32,972
44
$4.84M 0.61%
+49,422
45
$4.63M 0.58%
12,443
-6,271
46
$4.15M 0.52%
41,120
+238
47
$4.08M 0.51%
163,155
-93,983
48
$4.04M 0.51%
143,371
+100,257
49
$4.03M 0.5%
28,909
+15,450
50
$3.97M 0.5%
82,192
-35,213
1
2
3 4 5