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
151
$924K 0.12%
+24,958
152
$903K 0.11%
+28,435
153
$902K 0.11%
+28,493
154
$881K 0.11%
+33,779
155
$866K 0.11%
+14,368
156
$862K 0.11%
+10,906
157
$848K 0.11%
+40,369
158
$846K 0.11%
11,396
-1,269
159
$840K 0.11%
+46,876
160
$835K 0.1%
+17,199
161
$808K 0.1%
+15,894
162
$806K 0.1%
+16,945
163
$796K 0.1%
+32,921
164
$744K 0.09%
+10,584
165
$720K 0.09%
18,654
-50,582
166
$709K 0.09%
13,441
-4,150
167
$705K 0.09%
+11,412
168
$668K 0.08%
+26,445
169
$654K 0.08%
+11,616
170
$641K 0.08%
+14,607
171
$625K 0.08%
+17,338
172
$620K 0.08%
+249,150
173
$594K 0.07%
+17,597
174
$586K 0.07%
+18,258
175
$584K 0.07%
25,541
+13,841
5 6
7
8 9