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
$799M
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$21.3M
3
+$21.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.7M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$18.3M

Top Sells

1
+$48.1M
2
+$35.4M
3
+$20.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$13.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.8M

Sector Composition

1 Consumer Discretionary 8.12%
2 Technology 6.51%
3 Financials 3.62%
4 Communication Services 3.05%
5 Energy 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.43M 0.3%
+151,952
77
$2.42M 0.3%
+26,766
78
$2.39M 0.3%
10,174
-2,385
79
$2.34M 0.29%
+76,170
80
$2.25M 0.28%
75,083
+39,810
81
$2.24M 0.28%
20,920
-16,379
82
$2.23M 0.28%
+55,983
83
$2.22M 0.28%
21,187
+10,488
84
$2.18M 0.27%
+46,030
85
$2.07M 0.26%
10,031
-7,457
86
$2.06M 0.26%
+61,771
87
$2.05M 0.26%
+14,945
88
$2.01M 0.25%
+34,756
89
$1.94M 0.24%
+60,797
90
$1.94M 0.24%
30,441
-13,113
91
$1.92M 0.24%
+35,037
92
$1.92M 0.24%
+16,443
93
$1.92M 0.24%
+35,934
94
$1.91M 0.24%
+66,443
95
$1.91M 0.24%
+51,242
96
$1.9M 0.24%
+40,259
97
$1.89M 0.24%
51,295
+34,161
98
$1.84M 0.23%
75,828
+60,670
99
$1.82M 0.23%
+250,410
100
$1.81M 0.23%
+55,553
2 3
4
5 6