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
$1.63B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$34.1M
3
+$33.4M
4
AMZN icon
Amazon
AMZN
+$32.2M
5
AAPL icon
Apple
AAPL
+$32.2M

Top Sells

1
+$3M
2
+$2.95M
3
+$2.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.15M
5
IYH icon
iShares US Healthcare ETF
IYH
+$2.08M

Sector Composition

1 Technology 10.07%
2 Consumer Discretionary 5.75%
3 Financials 4.96%
4 Communication Services 4.69%
5 Energy 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$918K 0.06%
13,825
-395
227
$917K 0.06%
16,855
+51
228
$910K 0.06%
+20,436
229
$901K 0.06%
15,838
-172
230
$895K 0.06%
18,706
-167
231
$891K 0.05%
+13,218
232
$874K 0.05%
+17,024
233
$861K 0.05%
26,971
-543
234
$845K 0.05%
38,590
+18,236
235
$845K 0.05%
12,538
-26,017
236
$841K 0.05%
37,087
+9,215
237
$831K 0.05%
18,925
-4,733
238
$813K 0.05%
13,479
+83
239
$811K 0.05%
+22,343
240
$806K 0.05%
+12,056
241
$801K 0.05%
54,916
+24,436
242
$799K 0.05%
10,252
+1
243
$799K 0.05%
41,098
+5,821
244
$798K 0.05%
+13,324
245
$792K 0.05%
88,099
+52,198
246
$783K 0.05%
+16,069
247
$769K 0.05%
13,440
-115
248
$758K 0.05%
14,673
-35,200
249
$758K 0.05%
35,688
+17,844
250
$757K 0.05%
+30,766
8 9
10
11 12