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
101
$3.1M 0.24%
129,612
+9,547
102
$3.09M 0.23%
69,210
-2,741
103
$3.08M 0.23%
112,524
+7,608
104
$3.06M 0.23%
27,029
+2,428
105
$3.06M 0.23%
62,596
-1,107
106
$3M 0.23%
76,413
-11,307
107
$3M 0.23%
108,723
+16,719
108
$2.9M 0.22%
31,168
-71
109
$2.8M 0.21%
12,111
+1,636
110
$2.79M 0.21%
60,337
-53,550
111
$2.78M 0.21%
22,588
-5,942
112
$2.77M 0.21%
55,917
-9,336
113
$2.69M 0.2%
31,030
+842
114
$2.63M 0.2%
141,309
-1,329
115
$2.62M 0.2%
69,334
-2,220
116
$2.6M 0.2%
22,018
+1,628
117
$2.6M 0.2%
51,578
-8,805
118
$2.58M 0.2%
30,076
-985
119
$2.56M 0.19%
39,691
+20,759
120
$2.53M 0.19%
24,581
+3,573
121
$2.52M 0.19%
40,782
+464
122
$2.5M 0.19%
575,800
+98,840
123
$2.45M 0.19%
22,282
-1,082
124
$2.44M 0.19%
49,053
+9,191
125
$2.44M 0.19%
22,522
+7,126
3 4
5
6 7