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
$1.33B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13M
3
+$12.3M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.1M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.82M

Top Sells

1
+$9.59M
2
+$6.32M
3
+$6.13M
4
TSLA icon
Tesla
TSLA
+$4.69M
5
UNH icon
UnitedHealth
UNH
+$2.84M

Sector Composition

1 Technology 7.77%
2 Consumer Discretionary 5.84%
3 Communication Services 3.95%
4 Financials 3.53%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.08M 0.08%
28,289
+465
227
$1.08M 0.08%
23,540
-919
228
$1.07M 0.08%
78,294
-2,200
229
$1.05M 0.08%
16,638
230
$1.04M 0.08%
+12,023
231
$1.04M 0.08%
49,636
+10,496
232
$1.04M 0.08%
32,849
+2,944
233
$1.04M 0.08%
27,555
+4,174
234
$1.02M 0.08%
15,319
-180
235
$1.02M 0.08%
48,640
236
$1.01M 0.08%
19,306
+2,524
237
$986K 0.07%
18,634
+107
238
$983K 0.07%
47,375
-3,036
239
$971K 0.07%
21,255
-4,339
240
$968K 0.07%
21,310
+1,418
241
$963K 0.07%
24,494
+3,772
242
$962K 0.07%
11,277
+150
243
$952K 0.07%
19,961
-1,434
244
$942K 0.07%
+12,270
245
$908K 0.07%
+12,672
246
$902K 0.07%
34,298
+2,482
247
$892K 0.07%
10,141
-1,540
248
$888K 0.07%
18,661
-470
249
$882K 0.07%
29,851
+18,843
250
$871K 0.07%
16,482
+3,536
8 9
10
11 12