We are live on ! Find out more
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
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Sells

1 +$14.3M
2 +$11.3M
3 +$8.31M
4
AAPL icon
Apple
AAPL
+$7.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$7.68M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$205K 0.01%
+12,143
452
$201K 0.01%
20,699
-2,268
453
-10,743
454
-10,186
455
-12,572
456
-10,022
457
-38,640
458
-77,175
459
-25,263
460
-6,204
461
-880
462
-16,614
463
-26,185
464
-14,270
465
-10,427
466
-32,473
467
-15,000
468
-12,665
469
-16,144
470
-14,150
471
-54,133
472
-37,764
473
-12,427
474
-42,303
475
-10,117