MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Fund
S&P 500
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
+$14.4M
2
+$11.5M
3
+$9.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.63M
5
AMD icon
Advanced Micro Devices
AMD
+$5.07M

Top Sells

1
+$27.4M
2
+$9.92M
3
+$9.47M
4
TSLA icon
Tesla
TSLA
+$8.49M
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
351
$210K 0.02%
10,144
352
$201K 0.02%
+20,971
353
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-15,435
354
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-159,740
355
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-12,295
356
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357
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-10,906
359
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-11,671
360
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-31,154
361
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-52,979
362
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363
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364
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-11,580
365
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-101,406
366
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367
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369
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372
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-93,887
373
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-11,010
374
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375
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-19,731
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