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
$1.11B
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$11.4M
3
+$10.5M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.91M
5
MSFT icon
Microsoft
MSFT
+$6.35M

Top Sells

1
+$15.7M
2
+$11.1M
3
+$10.3M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$7.65M
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$7.41M

Sector Composition

1 Technology 10.61%
2 Consumer Discretionary 6.94%
3 Communication Services 3.67%
4 Financials 3.35%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.87M 0.35%
50,859
-2,014
77
$3.83M 0.35%
27,996
+9,367
78
$3.78M 0.34%
98,218
+12,741
79
$3.78M 0.34%
+34,063
80
$3.62M 0.33%
84,832
+13,325
81
$3.55M 0.32%
64,431
+2,356
82
$3.55M 0.32%
17,921
-168
83
$3.52M 0.32%
150,848
+100,034
84
$3.52M 0.32%
41,308
-2,774
85
$3.51M 0.32%
312,525
+245,479
86
$3.36M 0.3%
27,609
-4,098
87
$3.35M 0.3%
47,576
-12,312
88
$3.34M 0.3%
56,366
-28,094
89
$3.34M 0.3%
296,332
+46,068
90
$3.25M 0.29%
29,818
-4,563
91
$3.25M 0.29%
149,183
+25,969
92
$3.2M 0.29%
29,373
-4,500
93
$3.15M 0.28%
17,752
+5,219
94
$3.15M 0.28%
120,794
+4,116
95
$3.15M 0.28%
82,773
+633
96
$3.12M 0.28%
19,596
+1,532
97
$3.05M 0.28%
26,515
+584
98
$3.03M 0.27%
36,766
-5,854
99
$3.01M 0.27%
102,419
+73,777
100
$2.96M 0.27%
+431,557
2 3
4
5 6