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
151
$2M 0.15%
37,268
-95
152
$2M 0.15%
26,309
+15,184
153
$1.99M 0.15%
169,848
-84,504
154
$1.98M 0.15%
68,877
+48,807
155
$1.98M 0.15%
19,052
+2,466
156
$1.98M 0.15%
+11,932
157
$1.97M 0.15%
63,213
+1,338
158
$1.97M 0.15%
28,710
-10,602
159
$1.96M 0.15%
48,025
+9,268
160
$1.96M 0.15%
33,760
-8,066
161
$1.95M 0.15%
10,927
-438
162
$1.95M 0.15%
13,192
-999
163
$1.95M 0.15%
29,312
+3,315
164
$1.95M 0.15%
15,781
+4,496
165
$1.93M 0.15%
31,312
-26,706
166
$1.92M 0.15%
25,973
-13,127
167
$1.92M 0.15%
51,428
+1,212
168
$1.92M 0.15%
38,068
+4,718
169
$1.92M 0.15%
13,431
+299
170
$1.92M 0.15%
18,859
+1,284
171
$1.88M 0.14%
+11,395
172
$1.88M 0.14%
78,440
-6,967
173
$1.87M 0.14%
23,067
-289
174
$1.87M 0.14%
34,313
-5,360
175
$1.83M 0.14%
37,564
-1,397
5 6
7
8 9