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
101
$2.93M 0.27%
41,169
+201
102
$2.93M 0.26%
73,368
+11,381
103
$2.9M 0.26%
472,120
+22,520
104
$2.86M 0.26%
63,687
-5,396
105
$2.7M 0.24%
20,849
-1,026
106
$2.67M 0.24%
+68,418
107
$2.67M 0.24%
67,316
-1,306
108
$2.66M 0.24%
54,007
+10,034
109
$2.58M 0.23%
23,424
-2,230
110
$2.54M 0.23%
52,470
+12,544
111
$2.5M 0.23%
29,281
+3,438
112
$2.45M 0.22%
115,655
+20,328
113
$2.44M 0.22%
13,579
-307
114
$2.42M 0.22%
43,775
+6,127
115
$2.37M 0.21%
34,232
+3,525
116
$2.31M 0.21%
42,155
+6,176
117
$2.3M 0.21%
70,099
+17,456
118
$2.25M 0.2%
45,576
-3,756
119
$2.24M 0.2%
106,496
+3,133
120
$2.24M 0.2%
106,888
+14,426
121
$2.21M 0.2%
18,100
+3,732
122
$2.19M 0.2%
27,704
+6,542
123
$2.18M 0.2%
29,877
-245
124
$2.18M 0.2%
66,707
-2,200
125
$2.14M 0.19%
+71,418
3 4
5
6 7