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
$1.32B
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$5.56M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$4.73M
5
LMT icon
Lockheed Martin
LMT
+$4.01M

Top Sells

1
+$13.5M
2
+$12.5M
3
+$9.77M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.89M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$6.8M

Sector Composition

1 Technology 8.03%
2 Communication Services 4.98%
3 Consumer Discretionary 4.62%
4 Financials 3.78%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.49M 0.49%
145,328
-2,616
52
$6.49M 0.49%
17,221
+1,857
53
$6.43M 0.49%
73,422
+2,484
54
$6.42M 0.49%
226,649
+35,237
55
$6.38M 0.48%
63,230
-1,107
56
$6.33M 0.48%
38,198
-1,977
57
$5.82M 0.44%
21,570
+1,595
58
$5.72M 0.43%
63,872
+8,605
59
$5.67M 0.43%
37,998
+44
60
$5.62M 0.43%
66,272
+5,689
61
$5.54M 0.42%
68,441
+193
62
$5.31M 0.4%
154,197
+3,818
63
$5.28M 0.4%
52,254
+1,976
64
$5.24M 0.4%
62,135
+6,599
65
$5.21M 0.4%
31,536
+3,787
66
$5.2M 0.39%
19,291
-1,235
67
$5.15M 0.39%
34,016
+1,390
68
$4.94M 0.38%
17,333
+3,075
69
$4.88M 0.37%
80,431
-8,105
70
$4.84M 0.37%
42,277
+2,594
71
$4.81M 0.37%
78,588
+8,698
72
$4.79M 0.36%
142,406
+10,442
73
$4.78M 0.36%
44,597
-3,402
74
$4.6M 0.35%
112,218
+1,188
75
$4.55M 0.35%
89,436
-15,755
1 2
3
4 5