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
101
$1.78M 0.22%
57,581
+20,338
102
$1.75M 0.22%
+29,182
103
$1.73M 0.22%
+21,749
104
$1.7M 0.21%
145,170
+1,530
105
$1.7M 0.21%
+21,963
106
$1.68M 0.21%
+24,750
107
$1.66M 0.21%
46,863
-41,720
108
$1.65M 0.21%
+34,448
109
$1.63M 0.2%
+37,487
110
$1.63M 0.2%
+12,865
111
$1.61M 0.2%
+20,123
112
$1.57M 0.2%
+27,666
113
$1.56M 0.2%
+84,639
114
$1.52M 0.19%
24,565
+7,837
115
$1.51M 0.19%
+15,246
116
$1.49M 0.19%
+29,783
117
$1.48M 0.19%
+47,035
118
$1.48M 0.18%
+18,987
119
$1.45M 0.18%
+23,204
120
$1.43M 0.18%
39,493
+24,374
121
$1.41M 0.18%
+12,149
122
$1.39M 0.17%
+37,837
123
$1.38M 0.17%
+26,640
124
$1.37M 0.17%
+19,065
125
$1.36M 0.17%
81,164
+32,744
3 4
5
6 7