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
326
$453K 0.03%
15,313
-1,430
327
$450K 0.03%
25,293
+4,923
328
$450K 0.03%
26,004
+10,368
329
$425K 0.03%
+11,825
330
$406K 0.03%
26,915
+148
331
$394K 0.03%
19,147
-300
332
$386K 0.03%
113,813
+2,158
333
$386K 0.03%
12,990
+1,109
334
$382K 0.03%
+10,022
335
$381K 0.03%
+94,827
336
$379K 0.03%
114,460
+1,347
337
$374K 0.03%
13,749
338
$366K 0.03%
14,121
-6,262
339
$357K 0.03%
10,962
-273,196
340
$354K 0.03%
27,953
+5,811
341
$352K 0.03%
11,125
+750
342
$351K 0.03%
12,454
-4,457
343
$351K 0.03%
15,983
+214
344
$336K 0.02%
+10,225
345
$332K 0.02%
10,965
346
$326K 0.02%
38,400
+2,000
347
$319K 0.02%
11,435
-3,301
348
$301K 0.02%
+16,721
349
$293K 0.02%
+12,360
350
$283K 0.02%
+13,754
12 13
14
15 16