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
151
$575K 0.08%
+12,019
152
$568K 0.08%
10,634
-37,045
153
$554K 0.08%
+21,714
154
$547K 0.08%
+42,272
155
$529K 0.08%
+18,561
156
$521K 0.07%
+19,529
157
$518K 0.07%
+28,357
158
$514K 0.07%
+12,394
159
$504K 0.07%
+31,748
160
$487K 0.07%
+10,402
161
$458K 0.07%
15,263
-322,438
162
$449K 0.06%
+33,500
163
$438K 0.06%
+11,088
164
$431K 0.06%
+28,559
165
$409K 0.06%
+13,998
166
$402K 0.06%
+16,210
167
$390K 0.06%
17,961
+5,440
168
$381K 0.05%
+26,200
169
$377K 0.05%
+44,306
170
$353K 0.05%
+18,333
171
$346K 0.05%
+11,101
172
$309K 0.04%
+29,800
173
$301K 0.04%
+17,700
174
$300K 0.04%
+14,323
175
$296K 0.04%
+10,382
5 6
7
8 9