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
$698M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$26.3M
3
+$21.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$19.6M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$18.7M

Top Sells

1
+$110M
2
+$55.4M
3
+$42.4M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$28.4M
5
GM icon
General Motors
GM
+$26.2M

Sector Composition

1 Technology 5.51%
2 Communication Services 5.33%
3 Energy 4.87%
4 Healthcare 3.15%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.75M 0.25%
+122,006
102
$1.74M 0.25%
+22,596
103
$1.74M 0.25%
77,601
-4,391
104
$1.6M 0.23%
+51,141
105
$1.6M 0.23%
+31,938
106
$1.59M 0.23%
+19,168
107
$1.59M 0.23%
+55,945
108
$1.57M 0.22%
+17,158
109
$1.53M 0.22%
+60,537
110
$1.5M 0.22%
35,316
-28,256
111
$1.49M 0.21%
42,616
-219,556
112
$1.49M 0.21%
+16,822
113
$1.47M 0.21%
+29,380
114
$1.46M 0.21%
+33,212
115
$1.41M 0.2%
12,207
+167
116
$1.37M 0.2%
+140,352
117
$1.35M 0.19%
11,123
+8,585
118
$1.35M 0.19%
+21,746
119
$1.32M 0.19%
15,436
-37,272
120
$1.3M 0.19%
28,561
+23,650
121
$1.29M 0.19%
+52,087
122
$1.28M 0.18%
24,589
+19,215
123
$1.27M 0.18%
+11,099
124
$1.25M 0.18%
+20,900
125
$1.25M 0.18%
+13,516
3 4
5
6 7