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
26
$10.1M 0.77%
107,254
+50,292
27
$9.97M 0.76%
48,233
-1,330
28
$9.55M 0.73%
183,337
+126,598
29
$9.47M 0.72%
57,475
+4,118
30
$9.36M 0.71%
121,905
-79,044
31
$8.69M 0.66%
284,158
+1,595
32
$8.68M 0.66%
166,810
+8,817
33
$8.33M 0.63%
62,849
-6,734
34
$7.85M 0.6%
29,240
+85
35
$7.62M 0.58%
75,911
-25,852
36
$7.48M 0.57%
124,918
-8,185
37
$7.47M 0.57%
397,731
-74,640
38
$7.45M 0.57%
51,991
-16,110
39
$7.44M 0.57%
94,924
+4,524
40
$7.42M 0.56%
57,088
+4,904
41
$7.36M 0.56%
63,294
-6,256
42
$7.34M 0.56%
165,047
+32,074
43
$7.3M 0.55%
56,303
+11,400
44
$7.21M 0.55%
689,456
-120,504
45
$7.09M 0.54%
26,135
+8,943
46
$6.93M 0.53%
95,095
+8,958
47
$6.92M 0.53%
55,832
+589
48
$6.86M 0.52%
38,987
+146
49
$6.74M 0.51%
31,552
+3,539
50
$6.56M 0.5%
422,486
+407,056
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