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
$698M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$26.3M
3
+$21.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$19.6M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$18.7M

Top Sells

1
+$110M
2
+$55.4M
3
+$42.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$28.4M
5
GM icon
General Motors
GM
+$26.2M

Sector Composition

1 Technology 5.51%
2 Communication Services 5.33%
3 Energy 4.87%
4 Healthcare 3.15%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.28M 0.61%
+39,101
52
$4.28M 0.61%
41,427
+10,794
53
$4.17M 0.6%
+133,295
54
$4.15M 0.59%
+17,153
55
$4.09M 0.59%
+268,473
56
$4.05M 0.58%
45,802
+39,740
57
$3.85M 0.55%
+76,738
58
$3.79M 0.54%
+123,217
59
$3.77M 0.54%
+57,817
60
$3.7M 0.53%
+46,266
61
$3.63M 0.52%
+128,934
62
$3.63M 0.52%
21,408
+17,808
63
$3.51M 0.5%
+73,429
64
$3.49M 0.5%
27,163
+24,698
65
$3.4M 0.49%
+116,153
66
$3.39M 0.49%
+112,807
67
$3.37M 0.48%
+138,848
68
$3.24M 0.46%
58,453
+1,980
69
$3.04M 0.44%
+21,444
70
$2.96M 0.42%
21,903
+19,893
71
$2.94M 0.42%
+28,725
72
$2.86M 0.41%
23,124
+13,726
73
$2.85M 0.41%
+23,503
74
$2.85M 0.41%
+34,252
75
$2.77M 0.4%
70,629
+40,307
1 2
3
4 5