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
$1.39B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.01M
3
+$4.95M
4
AMD icon
Advanced Micro Devices
AMD
+$4.42M
5
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$4.41M

Top Sells

1
+$16.4M
2
+$12.6M
3
+$11.1M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.9M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.85M

Sector Composition

1 Technology 9.66%
2 Consumer Discretionary 6.1%
3 Financials 4.1%
4 Communication Services 3.55%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.6M 0.76%
46,787
-1,446
27
$10.3M 0.74%
210,809
-72,394
28
$10.2M 0.74%
56,157
-1,318
29
$9.64M 0.69%
179,176
+12,366
30
$9.49M 0.68%
69,979
+17,988
31
$9.47M 0.68%
195,369
+30,322
32
$9.22M 0.66%
109,974
-11,931
33
$8.86M 0.64%
29,526
+3,391
34
$8.83M 0.64%
104,297
+38,025
35
$8.64M 0.62%
59,225
+2,137
36
$8.41M 0.61%
60,518
-2,331
37
$8.3M 0.6%
57,176
+873
38
$8.24M 0.59%
68,376
+5,082
39
$8.2M 0.59%
96,110
+1,186
40
$8.1M 0.58%
33,062
+1,510
41
$7.61M 0.55%
81,222
+7,800
42
$7.46M 0.54%
253,106
+26,457
43
$7.41M 0.53%
129,905
-53,432
44
$7.28M 0.52%
35,415
-3,572
45
$7.27M 0.52%
118,520
-6,398
46
$7.25M 0.52%
37,813
-385
47
$7.13M 0.51%
95,635
+540
48
$7.07M 0.51%
23,873
+2,303
49
$7.01M 0.5%
+52,310
50
$6.9M 0.5%
55,333
-499
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