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
276
$649K 0.05%
41,517
-34,072
277
$643K 0.05%
17,565
+4,990
278
$636K 0.05%
17,860
-255
279
$632K 0.05%
12,946
-101
280
$631K 0.05%
12,638
+1,653
281
$626K 0.05%
+12,932
282
$624K 0.05%
248,354
-1,000
283
$606K 0.05%
10,130
+60
284
$604K 0.05%
17,097
+91
285
$604K 0.05%
12,779
+2,073
286
$598K 0.05%
67,741
+11,083
287
$592K 0.05%
11,296
288
$592K 0.05%
16,823
-8,054
289
$592K 0.05%
11,937
-100
290
$573K 0.05%
19,608
+233
291
$567K 0.05%
+20,408
292
$562K 0.05%
1,314
+86
293
$546K 0.05%
15,218
+653
294
$544K 0.05%
20,375
+1,788
295
$539K 0.05%
22,630
+660
296
$535K 0.05%
41,500
297
$527K 0.04%
4,911
-1,329
298
$519K 0.04%
+28,005
299
$518K 0.04%
18,698
300
$516K 0.04%
13,715
+390
10 11
12
13 14