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
126
$1.33M 0.17%
+92,069
127
$1.32M 0.17%
+21,443
128
$1.32M 0.16%
+33,318
129
$1.31M 0.16%
+18,276
130
$1.3M 0.16%
22,004
+11,892
131
$1.27M 0.16%
+23,366
132
$1.26M 0.16%
100,512
-63,440
133
$1.22M 0.15%
+22,469
134
$1.21M 0.15%
+99,790
135
$1.19M 0.15%
+36,798
136
$1.19M 0.15%
+14,389
137
$1.18M 0.15%
+13,139
138
$1.16M 0.15%
23,768
+3,650
139
$1.14M 0.14%
40,040
+2,923
140
$1.14M 0.14%
+59,768
141
$1.08M 0.14%
+26,256
142
$1.06M 0.13%
+18,025
143
$1.04M 0.13%
+41,500
144
$1.04M 0.13%
+17,328
145
$1.04M 0.13%
+11,502
146
$1.03M 0.13%
+42,713
147
$990K 0.12%
+81,449
148
$974K 0.12%
+17,918
149
$942K 0.12%
10,730
-6,913
150
$939K 0.12%
+11,093
4 5
6
7 8