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
126
$2.41M 0.18%
47,480
-19,920
127
$2.34M 0.18%
95,140
+66,613
128
$2.34M 0.18%
148,232
-46,930
129
$2.31M 0.18%
71,949
-5,775
130
$2.3M 0.18%
38,345
-1,883
131
$2.29M 0.17%
18,014
-7,618
132
$2.25M 0.17%
55,496
+26,575
133
$2.23M 0.17%
33,680
-1,217
134
$2.2M 0.17%
27,240
+4,875
135
$2.2M 0.17%
103,223
-31,928
136
$2.18M 0.17%
75,965
-7,661
137
$2.18M 0.17%
18,746
+1,404
138
$2.17M 0.17%
54,363
+9,402
139
$2.15M 0.16%
125,316
-12,340
140
$2.12M 0.16%
40,663
+3,325
141
$2.12M 0.16%
+14,774
142
$2.11M 0.16%
86,631
+53,443
143
$2.09M 0.16%
+15,204
144
$2.08M 0.16%
30,098
-15
145
$2.08M 0.16%
10,794
-689
146
$2.07M 0.16%
39,785
+734
147
$2.06M 0.16%
35,335
-2,729
148
$2.04M 0.15%
21,198
-736
149
$2.03M 0.15%
12,443
+1,827
150
$2.03M 0.15%
42,132
-17,952
4 5
6
7 8