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
326
$369K 0.03%
11,762
-986
327
$350K 0.03%
22,824
-113
328
$344K 0.03%
11,682
329
$333K 0.03%
10,479
-900
330
$333K 0.03%
63,795
+17,282
331
$321K 0.03%
6,322
-164
332
$308K 0.03%
11,008
-115
333
$299K 0.03%
10,092
-1
334
$298K 0.03%
+13,865
335
$288K 0.02%
14,871
+262
336
$286K 0.02%
+11,268
337
$259K 0.02%
12,473
338
$255K 0.02%
27,577
+194
339
$253K 0.02%
12,656
-4,091
340
$252K 0.02%
13,772
341
$239K 0.02%
10,140
-2,350
342
$231K 0.02%
+211
343
$231K 0.02%
59,006
+1,280
344
$222K 0.02%
100,021
-844
345
$222K 0.02%
11,182
346
$221K 0.02%
12,725
347
$220K 0.02%
13,836
-1,450
348
$217K 0.02%
+10,336
349
$215K 0.02%
+35,400
350
$211K 0.02%
13,052
12 13
14
15 16