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
126
$1.79M 0.19%
+18,501
127
$1.77M 0.19%
80,773
+11,767
128
$1.77M 0.19%
38,551
+26,178
129
$1.72M 0.18%
+11,705
130
$1.72M 0.18%
+64,831
131
$1.72M 0.18%
+11,698
132
$1.7M 0.18%
14,891
-3,651
133
$1.69M 0.18%
+70,840
134
$1.69M 0.18%
+29,452
135
$1.68M 0.18%
11,312
-13,620
136
$1.68M 0.18%
+22,626
137
$1.64M 0.17%
152,292
+13,440
138
$1.63M 0.17%
+45,021
139
$1.61M 0.17%
+239,820
140
$1.59M 0.17%
+10,818
141
$1.56M 0.16%
+29,985
142
$1.5M 0.16%
+12,995
143
$1.5M 0.16%
+40,774
144
$1.5M 0.16%
163,088
-48
145
$1.49M 0.16%
34,027
-18,363
146
$1.46M 0.15%
+22,765
147
$1.45M 0.15%
+31,659
148
$1.45M 0.15%
+25,954
149
$1.43M 0.15%
+13,020
150
$1.43M 0.15%
+16,690
4 5
6
7 8