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
$956M
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29.3M
3
+$20.7M
4
XOM icon
Exxon Mobil
XOM
+$13.5M
5
META icon
Meta Platforms (Facebook)
META
+$11.7M

Top Sells

1
+$11.3M
2
+$10.1M
3
+$10M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$5.28M

Sector Composition

1 Technology 12.01%
2 Financials 4.7%
3 Energy 4.04%
4 Consumer Discretionary 3.94%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.41M 0.46%
28,909
-12,696
52
$4.26M 0.45%
+34,227
53
$4.25M 0.45%
+45,018
54
$4.24M 0.44%
13,210
+3,000
55
$4.23M 0.44%
+14,330
56
$4.16M 0.44%
52,008
-33,860
57
$4.13M 0.43%
+344,929
58
$4.12M 0.43%
79,625
+70,285
59
$4.06M 0.42%
79,359
+14,333
60
$4.05M 0.42%
38,791
+4,621
61
$4.05M 0.42%
+35,591
62
$3.97M 0.42%
+28,215
63
$3.92M 0.41%
38,432
+25,116
64
$3.92M 0.41%
89,672
+12,544
65
$3.87M 0.4%
+93,634
66
$3.82M 0.4%
+35,560
67
$3.77M 0.39%
25,915
+12,440
68
$3.76M 0.39%
172,110
+12,487
69
$3.75M 0.39%
+98,016
70
$3.68M 0.39%
19,589
+4,098
71
$3.66M 0.38%
34,282
-5,849
72
$3.61M 0.38%
+22,594
73
$3.49M 0.36%
+30,577
74
$3.41M 0.36%
+238,336
75
$3.39M 0.36%
14,397
+628
1 2
3
4 5