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
176
$1.78M 0.14%
+32,452
177
$1.73M 0.13%
30,897
+1,529
178
$1.72M 0.13%
+11,204
179
$1.71M 0.13%
28,568
+4,822
180
$1.7M 0.13%
21,945
-51
181
$1.69M 0.13%
57,779
+522
182
$1.68M 0.13%
97,648
+16,506
183
$1.66M 0.13%
34,046
+1,212
184
$1.65M 0.13%
58,779
-245,565
185
$1.64M 0.12%
12,217
186
$1.61M 0.12%
75,721
+5,709
187
$1.61M 0.12%
29,086
-53,425
188
$1.59M 0.12%
21,634
+1,144
189
$1.57M 0.12%
26,577
-994
190
$1.56M 0.12%
44,509
+1,162
191
$1.56M 0.12%
43,594
+89
192
$1.55M 0.12%
17,792
-1,870
193
$1.55M 0.12%
32,365
-307
194
$1.54M 0.12%
237,909
-17,747
195
$1.52M 0.12%
49,929
-29,222
196
$1.51M 0.11%
49,000
+985
197
$1.5M 0.11%
27,458
+614
198
$1.49M 0.11%
18,420
-374
199
$1.48M 0.11%
17,139
-3,202
200
$1.48M 0.11%
20,147
-501
6 7
8
9 10