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
301
$571K 0.04%
+17,460
302
$561K 0.04%
10,906
-3,974
303
$560K 0.04%
1,383
+69
304
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18,240
+6,451
305
$549K 0.04%
20,577
+202
306
$537K 0.04%
25,093
+2,754
307
$534K 0.04%
+10,017
308
$519K 0.04%
12,947
+717
309
$513K 0.04%
13,505
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310
$505K 0.04%
29,628
+1,623
311
$501K 0.04%
22,665
+1,461
312
$500K 0.04%
+25,722
313
$492K 0.04%
16,874
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314
$484K 0.04%
17,430
+1,744
315
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+16,923
316
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12,157
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317
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318
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33,605
319
$464K 0.03%
10,633
-6,201
320
$452K 0.03%
30,337
-2,142
321
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11,238
-6,262
322
$446K 0.03%
11,565
-1,279
323
$445K 0.03%
+17,795
324
$437K 0.03%
29,854
325
$434K 0.03%
15,394
-3,304
11 12
13
14 15