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
176
$295K 0.04%
+10,944
177
$294K 0.04%
+14,140
178
$220K 0.03%
+11,745
179
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-38,630
180
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-16,864
181
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-2,676
182
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-3,108
183
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-9,418
184
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-45,512
185
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-8,083
186
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-18,152
187
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-77,042
188
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-4,521
189
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-4,443
190
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-9,800
191
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-13,848
192
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-14,820
193
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194
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-27,619
195
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-1,376
196
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197
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-116,819
198
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-2,940
199
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-53,773
200
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-18,560
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