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
251
$804K 0.07%
19,112
-770
252
$785K 0.07%
35,199
+4,703
253
$784K 0.07%
39,140
-17,017
254
$784K 0.07%
+17,500
255
$780K 0.07%
14,880
-1,365
256
$773K 0.07%
10,361
-3,149
257
$765K 0.06%
12,394
+2,236
258
$749K 0.06%
18,151
-17,570
259
$748K 0.06%
12,431
+740
260
$738K 0.06%
14,142
-178
261
$731K 0.06%
15,475
-739
262
$724K 0.06%
19,458
263
$720K 0.06%
16,834
-355
264
$712K 0.06%
19,446
-219
265
$711K 0.06%
35,021
+5,726
266
$711K 0.06%
11,100
+1
267
$708K 0.06%
13,175
+2,123
268
$707K 0.06%
10,576
-1,386
269
$706K 0.06%
12,188
-2,027
270
$699K 0.06%
12,677
-1,703
271
$682K 0.06%
15,558
-7,302
272
$671K 0.06%
27,436
+5,513
273
$665K 0.06%
25,574
-455
274
$659K 0.06%
47,769
+61
275
$656K 0.06%
39,758
-1,520
9 10
11
12 13