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
$956M
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$29.3M
3
+$20.7M
4
XOM icon
Exxon Mobil
XOM
+$13.5M
5
META icon
Meta Platforms (Facebook)
META
+$11.7M

Top Sells

1
+$11.3M
2
+$10.1M
3
+$10M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$5.28M

Sector Composition

1 Technology 12.01%
2 Financials 4.7%
3 Energy 4.04%
4 Consumer Discretionary 3.94%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.39M 0.35%
37,451
+30,021
77
$3.35M 0.35%
97,372
+89,005
78
$3.27M 0.34%
53,551
-27,225
79
$3.21M 0.34%
41,171
-19,863
80
$3.08M 0.32%
+43,961
81
$3.07M 0.32%
56,015
-11,422
82
$3M 0.31%
30,673
+1,029
83
$2.92M 0.31%
111,869
+84,957
84
$2.79M 0.29%
188,143
+40,483
85
$2.79M 0.29%
+38,555
86
$2.75M 0.29%
115,230
-86,344
87
$2.7M 0.28%
24,854
+12,080
88
$2.69M 0.28%
+85,004
89
$2.66M 0.28%
62,742
-15,979
90
$2.53M 0.26%
+23,801
91
$2.52M 0.26%
+49,873
92
$2.52M 0.26%
+140,368
93
$2.5M 0.26%
29,384
+1,008
94
$2.43M 0.25%
+17,731
95
$2.39M 0.25%
+19,356
96
$2.37M 0.25%
+33,084
97
$2.33M 0.24%
+15,418
98
$2.32M 0.24%
+32,999
99
$2.31M 0.24%
+72,522
100
$2.26M 0.24%
+64,343
2 3
4
5 6