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
276
$721K 0.05%
31,310
-3,889
277
$719K 0.05%
+32,530
278
$714K 0.05%
18,413
+848
279
$706K 0.05%
28,527
+10,049
280
$693K 0.05%
47,828
+59
281
$677K 0.05%
40,158
+400
282
$669K 0.05%
25,574
283
$666K 0.05%
+50,931
284
$659K 0.05%
14,319
-1,239
285
$651K 0.05%
10,915
-1,273
286
$645K 0.05%
25,356
+14,088
287
$643K 0.05%
17,637
-14,158
288
$639K 0.05%
+11,317
289
$636K 0.05%
16,632
-191
290
$636K 0.05%
10,130
291
$633K 0.05%
21,852
+2,244
292
$615K 0.05%
13,019
+240
293
$612K 0.05%
15,623
+405
294
$606K 0.05%
20,772
-57,648
295
$600K 0.05%
11,297
+1
296
$595K 0.04%
+20,070
297
$586K 0.04%
16,571
-526
298
$581K 0.04%
24,366
+1,736
299
$580K 0.04%
19,733
-15,925
300
$574K 0.04%
30,945
+8,655
10 11
12
13 14