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
201
$1.47M 0.11%
25,584
-14,561
202
$1.46M 0.11%
+11,716
203
$1.45M 0.11%
55,698
+12,325
204
$1.45M 0.11%
14,895
-324
205
$1.42M 0.11%
+37,277
206
$1.41M 0.11%
21,857
+220
207
$1.4M 0.11%
22,846
-7,456
208
$1.39M 0.11%
33,106
-297,272
209
$1.38M 0.11%
14,004
-1,064
210
$1.36M 0.1%
39,594
-69
211
$1.36M 0.1%
15,435
-3,196
212
$1.35M 0.1%
66,035
+16,399
213
$1.35M 0.1%
14,587
+3,310
214
$1.35M 0.1%
11,426
+1,422
215
$1.33M 0.1%
+10,011
216
$1.33M 0.1%
23,414
+494
217
$1.32M 0.1%
+45,738
218
$1.3M 0.1%
13,040
-444
219
$1.3M 0.1%
25,638
+2,098
220
$1.28M 0.1%
26,633
+1,498
221
$1.28M 0.1%
49,048
-3,134
222
$1.27M 0.1%
44,526
+14,675
223
$1.27M 0.1%
21,308
-7,172
224
$1.26M 0.1%
19,889
-1,244
225
$1.26M 0.1%
103,984
+1,240
7 8
9
10 11