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
$799M
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$21.3M
3
+$21.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.7M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$18.3M

Top Sells

1
+$48.1M
2
+$35.4M
3
+$20.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$13.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.8M

Sector Composition

1 Consumer Discretionary 8.12%
2 Technology 6.51%
3 Financials 3.62%
4 Communication Services 3.05%
5 Energy 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.94M 0.49%
+44,895
52
$3.89M 0.49%
+51,683
53
$3.85M 0.48%
+32,907
54
$3.59M 0.45%
132,189
+104,434
55
$3.55M 0.44%
43,072
-12,627
56
$3.53M 0.44%
21,433
-6,513
57
$3.52M 0.44%
+230,714
58
$3.39M 0.42%
+48,840
59
$3.27M 0.41%
+15,797
60
$3.12M 0.39%
+104,009
61
$2.94M 0.37%
+45,718
62
$2.88M 0.36%
33,527
-1,858
63
$2.87M 0.36%
25,146
+15,001
64
$2.85M 0.36%
+85,583
65
$2.84M 0.36%
+52,879
66
$2.82M 0.35%
+26,024
67
$2.8M 0.35%
41,370
+29,972
68
$2.77M 0.35%
+124,303
69
$2.76M 0.35%
+24,669
70
$2.65M 0.33%
+11,904
71
$2.64M 0.33%
+61,546
72
$2.63M 0.33%
+53,179
73
$2.62M 0.33%
49,884
-32,531
74
$2.59M 0.32%
+53,502
75
$2.5M 0.31%
129,816
+95,973
1 2
3
4 5