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
$1.18B
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.9M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.93M
5
AMD icon
Advanced Micro Devices
AMD
+$5.88M

Top Sells

1
+$27.4M
2
+$10.5M
3
+$10.3M
4
TSLA icon
Tesla
TSLA
+$8.09M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.29M

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 5.99%
3 Communication Services 3.63%
4 Financials 3.61%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.07M 0.77%
34,882
+2,003
27
$9M 0.76%
190,480
+88,895
28
$8.58M 0.72%
77,817
+2,943
29
$8.48M 0.72%
299,075
+12,610
30
$8.38M 0.71%
53,078
-97
31
$8.11M 0.69%
22,115
-777
32
$8.03M 0.68%
64,550
+1,615
33
$7.99M 0.67%
79,688
+11,253
34
$7.84M 0.66%
132,856
+2,544
35
$7.42M 0.63%
50,777
-14,447
36
$7.21M 0.61%
90,700
-408
37
$7.21M 0.61%
51,799
-2,637
38
$6.91M 0.58%
17,856
+3,615
39
$6.83M 0.58%
39,562
+279
40
$6.75M 0.57%
40,070
-7,784
41
$6.34M 0.54%
64,116
+554
42
$6.2M 0.52%
85,766
+1,503
43
$6.18M 0.52%
40,087
-2,953
44
$6.17M 0.52%
39,237
+2,582
45
$6.04M 0.51%
330,840
+125,802
46
$5.9M 0.5%
68,346
+7,886
47
$5.76M 0.49%
28,352
+965
48
$5.74M 0.49%
578,064
+185,192
49
$5.68M 0.48%
54,847
+3,766
50
$5.67M 0.48%
21,636
+359
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