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
$1.33B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13M
3
+$12.3M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.1M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.82M

Top Sells

1
+$9.59M
2
+$6.32M
3
+$6.13M
4
TSLA icon
Tesla
TSLA
+$4.69M
5
UNH icon
UnitedHealth
UNH
+$2.84M

Sector Composition

1 Technology 7.77%
2 Consumer Discretionary 5.84%
3 Communication Services 3.95%
4 Financials 3.53%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.77%
101,763
+22,075
27
$10.1M 0.76%
+69,583
28
$9.49M 0.71%
82,175
+4,358
29
$9.28M 0.7%
61,588
+10,811
30
$8.97M 0.68%
68,101
+3,551
31
$8.85M 0.67%
472,371
+141,531
32
$8.78M 0.66%
53,357
+279
33
$8.74M 0.66%
304,344
+5,269
34
$8.67M 0.65%
+282,563
35
$8.67M 0.65%
69,550
-3,161
36
$8.44M 0.64%
809,960
+231,896
37
$8.07M 0.61%
+157,993
38
$7.75M 0.58%
29,155
-5,727
39
$7.65M 0.58%
20,526
-1,589
40
$7.56M 0.57%
133,103
+247
41
$7.47M 0.56%
38,841
-1,229
42
$7.39M 0.56%
42,628
+3,391
43
$7.27M 0.55%
52,184
+385
44
$7.24M 0.54%
90,400
-300
45
$7.01M 0.53%
40,175
+613
46
$6.57M 0.49%
+147,944
47
$6.4M 0.48%
64,337
+221
48
$6.35M 0.48%
44,903
+9,277
49
$6.25M 0.47%
86,137
+371
50
$6.22M 0.47%
70,938
+2,592
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