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
$565M
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.34M
3
+$2M
4
CRM icon
Salesforce
CRM
+$1.93M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.62M

Top Sells

1
+$57.7M
2
+$51M
3
+$40M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$37.8M
5
AAPL icon
Apple
AAPL
+$31.5M

Sector Composition

1 Technology 16.08%
2 Industrials 4.92%
3 Consumer Discretionary 3.18%
4 Financials 2.88%
5 Communication Services 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 0.97%
38,008
-140,317
27
$5.19M 0.92%
293,196
+10,383
28
$5.18M 0.92%
27,946
-10,527
29
$5.07M 0.9%
41,810
-329,673
30
$5.05M 0.89%
117,405
-61,413
31
$5.03M 0.89%
49,540
-33,991
32
$5.03M 0.89%
100,023
-80,777
33
$4.57M 0.81%
82,415
-59,007
34
$4.55M 0.81%
44,624
-78,057
35
$4.35M 0.77%
55,699
-38,571
36
$4.11M 0.73%
37,299
-2,599
37
$3.95M 0.7%
28,112
+11,526
38
$3.93M 0.7%
60,250
+20,413
39
$3.92M 0.69%
37,722
+13,343
40
$3.86M 0.68%
40,882
+5,064
41
$3.82M 0.68%
20,471
-98,064
42
$3.7M 0.66%
167,278
-5,344
43
$3.66M 0.65%
11,906
-3,326
44
$3.5M 0.62%
42,183
-2,068
45
$3.43M 0.61%
25,315
-24,947
46
$3.38M 0.6%
88,583
-945
47
$3.38M 0.6%
17,488
-7,428
48
$3.31M 0.59%
20,206
-277
49
$3.26M 0.58%
550,560
-237,720
50
$3.23M 0.57%
10,946
-7,518
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