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
326
$430K 0.03%
21,748
+1,009
327
$427K 0.03%
16,744
-18,016
328
$422K 0.03%
24,420
+256
329
$418K 0.03%
6,911
+546
330
$401K 0.03%
+15,868
331
$399K 0.03%
13,257
-500
332
$398K 0.03%
27,188
+149
333
$378K 0.03%
12,012
+250
334
$377K 0.03%
14,947
335
$364K 0.03%
+12,709
336
$356K 0.03%
+11,287
337
$350K 0.03%
11,683
+1
338
$349K 0.03%
+11,705
339
$349K 0.03%
7,050
+728
340
$337K 0.03%
29,211
-2,799
341
$336K 0.03%
10,479
342
$324K 0.02%
+113,110
343
$324K 0.02%
+25,700
344
$317K 0.02%
14,566
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345
$309K 0.02%
+13,625
346
$308K 0.02%
21,804
-19,713
347
$302K 0.02%
+18,430
348
$297K 0.02%
36,400
+1,000
349
$293K 0.02%
+25,367
350
$272K 0.02%
12,473
12 13
14
15 16