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
$1.39B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.01M
3
+$4.95M
4
AMD icon
Advanced Micro Devices
AMD
+$4.42M
5
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$4.41M

Top Sells

1
+$16.4M
2
+$12.6M
3
+$11.1M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.9M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.85M

Sector Composition

1 Technology 9.66%
2 Consumer Discretionary 6.1%
3 Financials 4.1%
4 Communication Services 3.55%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$576K 0.04%
+13,851
302
$565K 0.04%
18,801
+1,608
303
$555K 0.04%
19,720
+974
304
$551K 0.04%
19,937
-5,319
305
$545K 0.04%
+10,426
306
$541K 0.04%
25,365
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307
$535K 0.04%
25,321
+1,495
308
$525K 0.04%
10,279
-1,882
309
$510K 0.04%
+12,093
310
$510K 0.04%
12,994
-203
311
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35,571
-26,640
312
$504K 0.04%
16,483
+3,195
313
$496K 0.04%
10,357
-1,536
314
$493K 0.04%
+78,615
315
$481K 0.03%
+10,305
316
$477K 0.03%
33,605
317
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318
$474K 0.03%
25,031
-1,937
319
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11,168
-1,432
320
$471K 0.03%
25,337
-2,535
321
$469K 0.03%
20,005
-3,603
322
$468K 0.03%
35,501
-1,316
323
$463K 0.03%
8,218
+949
324
$455K 0.03%
12,566
-246
325
$454K 0.03%
29,854
11 12
13
14 15