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
101
$2.25M 0.24%
145,721
-118,341
102
$2.21M 0.23%
71,736
-42,314
103
$2.2M 0.23%
40,898
+33,677
104
$2.18M 0.23%
45,766
+3,670
105
$2.14M 0.22%
+13,329
106
$2.13M 0.22%
+33,735
107
$2.11M 0.22%
+44,772
108
$2.08M 0.22%
57,735
-75,195
109
$2.03M 0.21%
+23,694
110
$2.02M 0.21%
+28,550
111
$2.02M 0.21%
+58,311
112
$2.01M 0.21%
+88,800
113
$2M 0.21%
+60,774
114
$1.96M 0.21%
23,478
+21,863
115
$1.96M 0.2%
+11,369
116
$1.92M 0.2%
+68,845
117
$1.91M 0.2%
+124,385
118
$1.91M 0.2%
+49,560
119
$1.91M 0.2%
64,198
+32,520
120
$1.89M 0.2%
21,668
+6,665
121
$1.87M 0.2%
49,222
+33,259
122
$1.83M 0.19%
+17,149
123
$1.8M 0.19%
25,779
+11,463
124
$1.8M 0.19%
51,634
-22,266
125
$1.79M 0.19%
57,140
+46,358
3 4
5
6 7