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
$1.39B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.01M
3
+$4.95M
4
AMD icon
Advanced Micro Devices
AMD
+$4.42M
5
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$4.41M

Top Sells

1
+$16.4M
2
+$12.6M
3
+$11.1M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.9M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.85M

Sector Composition

1 Technology 9.66%
2 Consumer Discretionary 6.1%
3 Financials 4.1%
4 Communication Services 3.55%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.09%
11,778
-1,756
227
$1.26M 0.09%
19,274
-821
228
$1.25M 0.09%
71,340
-1,070
229
$1.24M 0.09%
+24,613
230
$1.23M 0.09%
16,929
+291
231
$1.21M 0.09%
13,280
+2,248
232
$1.2M 0.09%
23,584
-3,049
233
$1.2M 0.09%
+10,726
234
$1.2M 0.09%
20,785
+8,251
235
$1.16M 0.08%
57,991
+15,762
236
$1.15M 0.08%
77,458
-374
237
$1.12M 0.08%
12,662
+792
238
$1.11M 0.08%
74,920
-346
239
$1.1M 0.08%
18,171
+2,369
240
$1.1M 0.08%
12,516
241
$1.09M 0.08%
67,046
-355,440
242
$1.07M 0.08%
17,974
+998
243
$1.05M 0.08%
17,262
-20,006
244
$1.05M 0.08%
48,640
245
$1.04M 0.08%
21,812
-280
246
$1.04M 0.08%
26,435
-1,150
247
$1.04M 0.08%
28,642
+1,221
248
$1.03M 0.07%
19,129
-167
249
$1.01M 0.07%
19,056
-1,841
250
$960K 0.07%
14,035
+2,597
8 9
10
11 12