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
SPDR 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
1
$36.8M 5.28%
+1,076,080
2
$26.3M 3.77%
+841,271
3
$23.1M 3.31%
662,960
+611,425
4
$19.6M 2.81%
+184,151
5
$18.7M 2.69%
+380,921
6
$18.7M 2.68%
+266,939
7
$17.2M 2.47%
+213,187
8
$15.6M 2.23%
+103,008
9
$14.3M 2.05%
+174,739
10
$11.6M 1.66%
167,860
+162,360
11
$11.5M 1.65%
+110,230
12
$11.5M 1.64%
+188,266
13
$11.2M 1.6%
+277,194
14
$10.6M 1.52%
+313,210
15
$10.4M 1.5%
+213,466
16
$10.2M 1.46%
+200,008
17
$10.2M 1.46%
+367,644
18
$10.1M 1.45%
+109,697
19
$9.91M 1.42%
92,819
+85,377
20
$9.33M 1.34%
+70,506
21
$9.16M 1.31%
+321,614
22
$8.95M 1.28%
36,771
-227,406
23
$8.83M 1.26%
+95,252
24
$8.72M 1.25%
174,268
+52,260
25
$8.55M 1.23%
237,588
-175,164
1
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