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
$2.05B
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Sells

1 +$51.6M
2 +$24M
3 +$17.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.85M
5
BA icon
Boeing
BA
+$6.93M

Sector Composition

1 Technology 12.09%
2 Consumer Discretionary 3.48%
3 Communication Services 3.12%
4 Healthcare 2.3%
5 Financials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-10,603
502
-27,952
503
-16,000
504
-11,000
505
-68,403
506
-32,766
507
-15,115
508
-17,794
509
-10,056
510
-12,821
511
-11,360
512
-16,466
513
-27,720
514
-13,698
515
-1,080
516
-157,534
517
-10,660
518
-7,480
519
-18,244
520
-12,008
521
-10,415
522
-618
523
-10,772
524
-36,294
525
-49,707