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
176
$584K 0.07%
+11,296
177
$577K 0.07%
+27,922
178
$574K 0.07%
19,450
179
$565K 0.07%
+11,371
180
$564K 0.07%
+16,760
181
$552K 0.07%
+42,862
182
$532K 0.07%
20,696
+697
183
$523K 0.07%
+22,899
184
$510K 0.06%
+11,889
185
$500K 0.06%
55,065
-35,030
186
$493K 0.06%
+10,369
187
$486K 0.06%
14,325
+185
188
$483K 0.06%
+27,030
189
$475K 0.06%
+20,154
190
$474K 0.06%
33,314
+18,881
191
$474K 0.06%
+22,518
192
$444K 0.06%
+23,368
193
$438K 0.05%
+6,042
194
$436K 0.05%
+12,844
195
$434K 0.05%
31,300
-4,000
196
$420K 0.05%
+10,942
197
$418K 0.05%
+15,020
198
$410K 0.05%
+37,038
199
$402K 0.05%
+26,990
200
$399K 0.05%
+12,684
6 7
8
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