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
251
$753K 0.05%
47,327
-10,200
252
$731K 0.05%
+41,508
253
$728K 0.04%
20,928
-388
254
$703K 0.04%
11,031
-155
255
$687K 0.04%
+249,204
256
$674K 0.04%
88,612
+44,306
257
$674K 0.04%
+13,761
258
$664K 0.04%
37,892
+18,112
259
$664K 0.04%
+51,911
260
$651K 0.04%
29,003
+2,695
261
$650K 0.04%
+25,584
262
$646K 0.04%
+18,494
263
$644K 0.04%
75,877
-11,276
264
$642K 0.04%
+23,083
265
$641K 0.04%
23,068
+12,712
266
$640K 0.04%
24,882
+2,898
267
$632K 0.04%
26,770
268
$619K 0.04%
+12,017
269
$619K 0.04%
+18,100
270
$619K 0.04%
+25,466
271
$610K 0.04%
+21,951
272
$600K 0.04%
12,927
-906
273
$589K 0.04%
30,334
274
$581K 0.04%
11,139
-196
275
$579K 0.04%
+20,772
9 10
11
12 13