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
$698M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$26.3M
3
+$21.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$19.6M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$18.7M

Top Sells

1
+$110M
2
+$55.4M
3
+$42.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$28.4M
5
GM icon
General Motors
GM
+$26.2M

Sector Composition

1 Technology 5.51%
2 Communication Services 5.33%
3 Energy 4.87%
4 Healthcare 3.15%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.59M 0.37%
+76,313
77
$2.54M 0.36%
+69,019
78
$2.53M 0.36%
+70,538
79
$2.52M 0.36%
32,084
+27,454
80
$2.5M 0.36%
+47,921
81
$2.44M 0.35%
+56,042
82
$2.43M 0.35%
98,477
+88,873
83
$2.39M 0.34%
53,268
+5,490
84
$2.38M 0.34%
30,596
+6,650
85
$2.31M 0.33%
+45,974
86
$2.3M 0.33%
+47,815
87
$2.29M 0.33%
+149,505
88
$2.24M 0.32%
13,996
-103,138
89
$2.16M 0.31%
+53,259
90
$2.14M 0.31%
15,547
+10,593
91
$2.11M 0.3%
+31,828
92
$2.09M 0.3%
14,213
+12,540
93
$2.07M 0.3%
+14,386
94
$2.03M 0.29%
+49,185
95
$2.01M 0.29%
+27,740
96
$2.01M 0.29%
+19,669
97
$1.97M 0.28%
15,400
-117,824
98
$1.94M 0.28%
43,275
+28,959
99
$1.84M 0.26%
20,709
+11,720
100
$1.78M 0.25%
+29,812
2 3
4
5 6