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
$1.11B
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.4M
3
+$10.5M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.91M
5
MSFT icon
Microsoft
MSFT
+$6.35M

Top Sells

1
+$15.7M
2
+$11.1M
3
+$10.3M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$7.65M
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$7.41M

Sector Composition

1 Technology 10.61%
2 Consumer Discretionary 6.94%
3 Communication Services 3.67%
4 Financials 3.35%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.61M 0.51%
64,912
+1,745
52
$5.6M 0.51%
261,571
+8,465
53
$5.53M 0.5%
15,175
-1,760
54
$5.5M 0.5%
197,430
-188,110
55
$5.45M 0.49%
33,944
-1,471
56
$5.41M 0.49%
549,008
-20,912
57
$5.38M 0.49%
234,402
+98,199
58
$5.28M 0.48%
88,204
-7,431
59
$5.26M 0.48%
48,082
-7,251
60
$5.21M 0.47%
97,105
-12,869
61
$5.16M 0.47%
18,021
+997
62
$4.86M 0.44%
332,646
+9,879
63
$4.79M 0.43%
98,330
+14,674
64
$4.72M 0.43%
+142,438
65
$4.66M 0.42%
24,779
-4,406
66
$4.63M 0.42%
153,515
+19,200
67
$4.61M 0.42%
88,103
+399
68
$4.54M 0.41%
95,021
+13,116
69
$4.53M 0.41%
65,345
-3,031
70
$4.32M 0.39%
+16,253
71
$4.24M 0.38%
123,791
+2,354
72
$4.23M 0.38%
125,424
+396
73
$4.09M 0.37%
111,018
+1,740
74
$4.04M 0.36%
29,697
+476
75
$3.93M 0.36%
29,507
-1,976
1 2
3
4 5