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
276
$579K 0.04%
18,556
-1,497
277
$559K 0.03%
+10,162
278
$555K 0.03%
+18,827
279
$542K 0.03%
+13,760
280
$540K 0.03%
10,262
281
$536K 0.03%
+23,197
282
$536K 0.03%
12,368
-26
283
$530K 0.03%
+11,146
284
$527K 0.03%
17,314
+1,579
285
$524K 0.03%
12,093
-220
286
$524K 0.03%
+11,989
287
$520K 0.03%
18,485
+306
288
$510K 0.03%
+13,975
289
$509K 0.03%
33,858
-1,351
290
$507K 0.03%
+12,376
291
$494K 0.03%
11,432
+11
292
$491K 0.03%
12,127
+807
293
$488K 0.03%
22,293
+9,382
294
$478K 0.03%
28,862
+1,454
295
$472K 0.03%
15,758
+3,614
296
$461K 0.03%
19,468
-350
297
$454K 0.03%
16,240
298
$453K 0.03%
16,460
299
$438K 0.03%
35,101
300
$437K 0.03%
+10,005
10 11
12
13 14