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
351
$254K 0.02%
+17,350
352
$254K 0.02%
13,772
353
$252K 0.02%
+14,949
354
$242K 0.02%
11,569
+1,233
355
$232K 0.02%
13,052
356
$231K 0.02%
11,051
-131
357
$230K 0.02%
+14,832
358
$230K 0.02%
+10,137
359
$229K 0.02%
12,735
+10
360
$227K 0.02%
+8,512
361
$224K 0.02%
59,006
362
$223K 0.02%
+15,430
363
$218K 0.02%
23,194
-4,383
364
$215K 0.02%
13,806
-30
365
$214K 0.02%
10,144
366
$211K 0.02%
20,971
367
$201K 0.02%
+40,055
368
– –
-12,656
369
– –
-22,824
370
– –
-10,140
371
– –
-10,864
372
– –
-211
373
– –
-35,935
374
– –
-13,559
375
– –
-89,505
12 13 14
15
16