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
$204M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.54M
3
+$3.28M
4
IYG icon
iShares US Financial Services ETF
IYG
+$2.82M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.99M

Top Sells

1
+$3.75M
2
+$1.56M
3
+$1.49M
4
UNP icon
Union Pacific
UNP
+$1.13M
5
AAPL icon
Apple
AAPL
+$695K

Sector Composition

1 Financials 4.6%
2 Technology 4.18%
3 Healthcare 3.32%
4 Energy 2.38%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 1.13%
23,626
+2,508
27
$2.21M 1.08%
37,843
+22,335
28
$2.2M 1.07%
17,591
+1,438
29
$2.18M 1.07%
325,448
+31,080
30
$2.18M 1.07%
152,034
+16,863
31
$2.13M 1.04%
148,208
+2,076
32
$1.99M 0.97%
+66,375
33
$1.98M 0.97%
62,420
-3,444
34
$1.84M 0.9%
15,825
+1,435
35
$1.83M 0.9%
24,372
+3,196
36
$1.79M 0.88%
19,440
+8,679
37
$1.77M 0.87%
36,831
+26,616
38
$1.72M 0.84%
20,696
+1,324
39
$1.71M 0.84%
17,723
-628
40
$1.67M 0.82%
13,351
-1,169
41
$1.63M 0.8%
11,985
+5
42
$1.62M 0.79%
29,763
+2,541
43
$1.6M 0.78%
18,603
+1,138
44
$1.56M 0.76%
+80,271
45
$1.55M 0.76%
24,466
+6,533
46
$1.49M 0.73%
12,727
+1,357
47
$1.47M 0.72%
56,744
+1,823
48
$1.46M 0.72%
13,071
+1,729
49
$1.41M 0.69%
25,155
+2,130
50
$1.29M 0.63%
22,372
+1,812
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