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
$1.32B
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$6.32M
3
+$5.56M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$4.73M
5
LMT icon
Lockheed Martin
LMT
+$4.01M

Top Sells

1
+$13.5M
2
+$12.5M
3
+$9.77M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$6.89M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$6.8M

Sector Composition

1 Technology 8.03%
2 Communication Services 4.98%
3 Consumer Discretionary 4.62%
4 Financials 3.78%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.49M 0.34%
28,731
+1,057
77
$4.41M 0.34%
114,758
-143
78
$4.36M 0.33%
121,506
+1,590
79
$4.28M 0.33%
64,293
+4,225
80
$4.21M 0.32%
37,368
+7,792
81
$4.18M 0.32%
74,588
-429
82
$4.18M 0.32%
44,872
-16
83
$4.16M 0.32%
254,910
-67,545
84
$4.12M 0.31%
156,379
+21,004
85
$4.07M 0.31%
45,523
-803
86
$4.01M 0.3%
+10,344
87
$3.9M 0.3%
67,788
+2,503
88
$3.88M 0.3%
55,965
+1,644
89
$3.86M 0.29%
30,390
+1,857
90
$3.81M 0.29%
79,426
+14,701
91
$3.69M 0.28%
159,971
-12,956
92
$3.66M 0.28%
67,093
-492
93
$3.59M 0.27%
247,168
+17,998
94
$3.57M 0.27%
18,469
+644
95
$3.5M 0.27%
16,683
+3,147
96
$3.44M 0.26%
24,621
+4,869
97
$3.43M 0.26%
42,898
-126
98
$3.34M 0.25%
65,392
+12,183
99
$3.28M 0.25%
37,392
-20,304
100
$3.17M 0.24%
27,402
+3,510
2 3
4
5 6