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
201
$392K 0.05%
+13,873
202
$385K 0.05%
+12,587
203
$372K 0.05%
+13,866
204
$366K 0.05%
+14,237
205
$363K 0.05%
+17,978
206
$359K 0.04%
+28,039
207
$356K 0.04%
+10,780
208
$344K 0.04%
+17,111
209
$339K 0.04%
14,699
+243
210
$329K 0.04%
+11,653
211
$321K 0.04%
13,459
-17,684
212
$319K 0.04%
+5,990
213
$317K 0.04%
+11,609
214
$290K 0.04%
+14,249
215
$279K 0.03%
+28,392
216
$279K 0.03%
+100,027
217
$277K 0.03%
+14,565
218
$264K 0.03%
+18,886
219
$261K 0.03%
+11,701
220
$246K 0.03%
+13,604
221
$246K 0.03%
+12,473
222
$244K 0.03%
+26,171
223
$242K 0.03%
+19,150
224
$240K 0.03%
+57,726
225
$233K 0.03%
+10,829
7 8
9
10 11