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
$615M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.3M
3
+$19M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.9M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$12.6M

Top Sells

1
+$15.6M
2
+$13.9M
3
+$11.5M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$10.7M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$10.6M

Sector Composition

1 Technology 5.7%
2 Financials 3.48%
3 Industrials 2.78%
4 Healthcare 2.02%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.25%
34,398
-918
77
$1.5M 0.24%
69,006
-8,595
78
$1.44M 0.23%
16,701
-2,467
79
$1.41M 0.23%
138,852
-1,500
80
$1.4M 0.23%
12,774
-26,327
81
$1.35M 0.22%
+18,995
82
$1.35M 0.22%
51,459
-628
83
$1.33M 0.22%
15,003
-1,819
84
$1.33M 0.22%
24,248
-341
85
$1.31M 0.21%
163,136
86
$1.29M 0.21%
11,610
-597
87
$1.26M 0.21%
13,316
-200
88
$1.24M 0.2%
37,113
-30
89
$1.23M 0.2%
50,563
-517
90
$1.2M 0.19%
25,369
-3,192
91
$1.15M 0.19%
47,616
+17,631
92
$1.03M 0.17%
+23,476
93
$983K 0.16%
17,824
+4,192
94
$962K 0.16%
10,052
-10,657
95
$951K 0.15%
14,693
-127
96
$939K 0.15%
14,316
97
$927K 0.15%
15,066
98
$917K 0.15%
31,678
-24,267
99
$916K 0.15%
16,472
-2
100
$907K 0.15%
+21,883
2 3
4
5 6