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
$530M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$24.3M
3
+$17.8M
4
FSK icon
FS KKR Capital
FSK
+$15.9M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$15M

Top Sells

1
+$11.6M
2
+$8.39M
3
+$7.48M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.21M
5
VTV icon
Vanguard Value ETF
VTV
+$6.33M

Sector Composition

1 Technology 7.35%
2 Communication Services 6.86%
3 Energy 6.06%
4 Financials 5.85%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.33M 0.63%
+59,645
52
$3.33M 0.63%
59,774
+39,314
53
$3.09M 0.58%
107,709
+48,881
54
$3.01M 0.57%
36,674
-14,954
55
$3.01M 0.57%
201,552
+41,694
56
$2.74M 0.52%
+23,816
57
$2.67M 0.5%
+17,544
58
$2.49M 0.47%
62,462
+42,317
59
$2.38M 0.45%
283,926
+209,790
60
$2.36M 0.45%
16,706
-6,199
61
$2.31M 0.44%
+40,465
62
$2.16M 0.41%
24,536
+10,391
63
$2.08M 0.39%
+13,268
64
$2.08M 0.39%
317,048
+69,264
65
$2.06M 0.39%
+32,313
66
$2.04M 0.38%
20,482
-8,704
67
$2.03M 0.38%
34,992
+6,486
68
$1.94M 0.37%
41,484
-6,877
69
$1.92M 0.36%
89,644
-8,958
70
$1.9M 0.36%
17,104
+7,828
71
$1.88M 0.36%
16,384
-6,659
72
$1.86M 0.35%
+15,968
73
$1.83M 0.35%
21,611
-33,830
74
$1.75M 0.33%
+13,703
75
$1.7M 0.32%
+24,634
1 2
3
4 5