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
251
$870K 0.07%
14,121
+1,727
252
$865K 0.07%
17,185
+1,469
253
$865K 0.07%
27,564
-4,654
254
$862K 0.06%
11,125
-797
255
$859K 0.06%
40,681
+1,357
256
$822K 0.06%
15,004
+1,829
257
$820K 0.06%
16,078
+3,440
258
$815K 0.06%
33,188
+5,752
259
$809K 0.06%
29,967
-15,802
260
$805K 0.06%
38,448
+3,427
261
$802K 0.06%
22,352
+2,906
262
$801K 0.06%
20,241
+1,129
263
$788K 0.06%
16,060
+585
264
$783K 0.06%
12,883
+452
265
$776K 0.06%
14,788
-30,842
266
$766K 0.06%
14,136
+2,199
267
$762K 0.06%
+49,459
268
$760K 0.06%
23,907
-11,130
269
$757K 0.06%
11,517
+417
270
$750K 0.06%
73,310
+5,569
271
$739K 0.06%
+13,433
272
$738K 0.06%
14,103
-39
273
$737K 0.06%
15,082
+2,150
274
$735K 0.06%
13,885
-6,479
275
$731K 0.06%
19,638
+180
9 10
11
12 13