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
301
$497K 0.04%
+10,602
302
$487K 0.04%
12,844
303
$475K 0.04%
12,230
-122,247
304
$470K 0.04%
16,745
-2,041
305
$470K 0.04%
22,339
+5,138
306
$457K 0.04%
21,204
+2,792
307
$457K 0.04%
18,478
+2,722
308
$455K 0.04%
33,605
309
$451K 0.04%
+11,918
310
$446K 0.04%
24,164
-1,685
311
$438K 0.04%
11,678
+114
312
$435K 0.04%
32,479
-1,630
313
$430K 0.04%
15,686
+199
314
$430K 0.04%
11,102
+465
315
$419K 0.04%
22,290
+581
316
$416K 0.04%
29,854
317
$413K 0.03%
32,010
-3,899
318
$406K 0.03%
6,365
+605
319
$403K 0.03%
20,739
+831
320
$401K 0.03%
13,757
-7,569
321
$400K 0.03%
+10,422
322
$393K 0.03%
27,039
-4,646
323
$383K 0.03%
11,789
+1,236
324
$382K 0.03%
14,947
-550
325
$381K 0.03%
+12,547
11 12
13
14 15