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
351
$273K 0.02%
1,300
-80
352
$269K 0.02%
20,981
-1,469
353
$264K 0.02%
13,052
354
$251K 0.02%
+13,821
355
$248K 0.02%
14,244
-747
356
$248K 0.02%
13,151
-823
357
$247K 0.02%
11,097
-1,376
358
$237K 0.02%
56,175
+5,375
359
$234K 0.02%
5,508
-2,405
360
$234K 0.02%
+14,700
361
$231K 0.02%
12,411
-241
362
$223K 0.02%
10,064
-2,245
363
$223K 0.02%
10,481
+101
364
$220K 0.02%
13,556
-250
365
$216K 0.02%
13,350
-25,900
366
$216K 0.02%
49,006
-5,000
367
$211K 0.02%
+16,060
368
$203K 0.01%
4,413
-140,915
369
– –
-26,550
370
– –
-41,070
371
– –
-17,850
372
– –
-14,239
373
– –
-10,760
374
– –
-10,029
375
– –
-10,342
13 14
15
16 17