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
$1.63B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$34.1M
3
+$33.4M
4
AMZN icon
Amazon
AMZN
+$32.2M
5
AAPL icon
Apple
AAPL
+$32.2M

Top Sells

1
+$3M
2
+$2.95M
3
+$2.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.15M
5
IYH icon
iShares US Healthcare ETF
IYH
+$2.08M

Sector Composition

1 Technology 10.07%
2 Consumer Discretionary 5.75%
3 Financials 4.96%
4 Communication Services 4.69%
5 Energy 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.1M 0.99%
276,005
+1,332
27
$15.1M 0.93%
360,773
+267,139
28
$14.5M 0.89%
482,248
+215,314
29
$13.3M 0.82%
245,314
+152,816
30
$12.5M 0.77%
254,152
+195,841
31
$12.3M 0.76%
46,845
+1,982
32
$12.2M 0.75%
122,681
+48,093
33
$11.9M 0.73%
153,616
+101,608
34
$11.1M 0.68%
99,184
+63,593
35
$10.9M 0.67%
71,796
+42,887
36
$10.7M 0.66%
204,670
+118,062
37
$10.2M 0.63%
574,185
+246,990
38
$9.85M 0.61%
40,823
-8,010
39
$9.82M 0.6%
82,139
+51,562
40
$9.19M 0.57%
341,240
+174,439
41
$9.17M 0.56%
69,007
+34,780
42
$9.15M 0.56%
204,270
+102,440
43
$9.14M 0.56%
71,369
+18,618
44
$8.64M 0.53%
180,800
+101,175
45
$8.52M 0.52%
84,819
+49,259
46
$8.44M 0.52%
83,531
+45,099
47
$7.69M 0.47%
228,510
+131,138
48
$7.67M 0.47%
178,818
+80,802
49
$7.56M 0.47%
108,524
+18,354
50
$7.47M 0.46%
94,270
+56,819
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