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
$615M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.3M
3
+$19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.9M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$12.6M

Top Sells

1
+$15.6M
2
+$13.9M
3
+$11.5M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$10.7M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$10.6M

Sector Composition

1 Technology 5.7%
2 Financials 3.48%
3 Industrials 2.78%
4 Healthcare 2.02%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.5%
159,623
+37,617
52
$3.09M 0.5%
37,242
+2,990
53
$3.06M 0.5%
34,170
+11,574
54
$3M 0.49%
78,721
+9,702
55
$2.95M 0.48%
+15,815
56
$2.95M 0.48%
+23,632
57
$2.89M 0.47%
+15,491
58
$2.82M 0.46%
+29,644
59
$2.82M 0.46%
77,128
+815
60
$2.6M 0.42%
54,235
-1,807
61
$2.51M 0.41%
69,603
-935
62
$2.5M 0.41%
+39,163
63
$2.4M 0.39%
73,900
+22,759
64
$2.33M 0.38%
28,376
-2,220
65
$2.3M 0.37%
147,660
-1,845
66
$2.28M 0.37%
+67,493
67
$2.11M 0.34%
+52,390
68
$2M 0.33%
18,542
+6,882
69
$1.93M 0.31%
42,096
-1,179
70
$1.88M 0.3%
22,871
-190,316
71
$1.87M 0.3%
13,475
-25,971
72
$1.77M 0.29%
34,084
-13,837
73
$1.76M 0.29%
31,898
-95,018
74
$1.62M 0.26%
26,950
+6,050
75
$1.59M 0.26%
42,324
-292
1 2
3
4 5