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
126
$1.25M 0.18%
+32,162
127
$1.22M 0.18%
+11,660
128
$1.21M 0.17%
+37,143
129
$1.18M 0.17%
+51,080
130
$1.18M 0.17%
163,136
+106,496
131
$1.15M 0.17%
+31,499
132
$1.05M 0.15%
+10,382
133
$992K 0.14%
+11,105
134
$935K 0.13%
+14,820
135
$923K 0.13%
+20,275
136
$897K 0.13%
+15,066
137
$884K 0.13%
+16,474
138
$882K 0.13%
14,316
-6,065
139
$880K 0.13%
+13,794
140
$818K 0.12%
+27,286
141
$755K 0.11%
+13,632
142
$734K 0.11%
30,638
+19,364
143
$727K 0.1%
+29,985
144
$652K 0.09%
+69,652
145
$630K 0.09%
+12,539
146
$625K 0.09%
+14,471
147
$618K 0.09%
+25,196
148
$618K 0.09%
+15,205
149
$594K 0.09%
+33,692
150
$576K 0.08%
+18,718
4 5
6
7 8