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
$1.18B
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.9M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.93M
5
AMD icon
Advanced Micro Devices
AMD
+$5.88M

Top Sells

1
+$27.4M
2
+$10.5M
3
+$10.3M
4
TSLA icon
Tesla
TSLA
+$8.09M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.29M

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 5.99%
3 Communication Services 3.63%
4 Financials 3.61%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.09%
11,681
-632
227
$1.05M 0.09%
33,723
228
$1.04M 0.09%
48,640
229
$1.03M 0.09%
27,824
+1,471
230
$1.03M 0.09%
80,494
+975
231
$999K 0.08%
16,638
-690
232
$982K 0.08%
32,218
-150,832
233
$966K 0.08%
20,449
+2,325
234
$955K 0.08%
29,905
+872
235
$951K 0.08%
10,864
+121
236
$950K 0.08%
14,686
-1,769
237
$944K 0.08%
11,127
-699
238
$938K 0.08%
19,131
+216
239
$927K 0.08%
18,527
-4,695
240
$923K 0.08%
50,215
+36,215
241
$908K 0.08%
11,922
+466
242
$892K 0.08%
23,381
+5,834
243
$869K 0.07%
34,760
+2,068
244
$869K 0.07%
+10,071
245
$857K 0.07%
16,782
+2,806
246
$829K 0.07%
+15,716
247
$828K 0.07%
39,324
+3,979
248
$827K 0.07%
31,816
+5,894
249
$814K 0.07%
19,892
-1,218
250
$814K 0.07%
20,356
+13,495
8 9
10
11 12