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
301
$433K 0.03%
10,282
-23,745
302
$433K 0.03%
19,929
-1,116
303
$403K 0.02%
+10,867
304
$371K 0.02%
+10,235
305
$370K 0.02%
13,059
-4,760
306
$359K 0.02%
11,600
+3
307
$354K 0.02%
17,971
+239
308
$338K 0.02%
+10,764
309
$319K 0.02%
12,550
+52
310
$316K 0.02%
12,992
311
$316K 0.02%
7,589
-446
312
$314K 0.02%
+58,112
313
$296K 0.02%
19,222
-2,034
314
$293K 0.02%
12,495
-639
315
$265K 0.02%
15,020
-5,949
316
$262K 0.02%
13,379
-2,987
317
$249K 0.02%
25,000
318
$247K 0.02%
+15,831
319
$238K 0.01%
5,083
-3,821
320
$233K 0.01%
17,432
-220,904
321
$223K 0.01%
+17,580
322
$222K 0.01%
10,104
-845
323
$217K 0.01%
+13,413
324
$208K 0.01%
13,326
325
– –
-73,958
10 11 12
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