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MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Sells

1 +$14.3M
2 +$11.3M
3 +$8.31M
4
AAPL icon
Apple
AAPL
+$7.74M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$7.68M

Sector Composition

1 Technology 12.26%
2 Consumer Discretionary 5.64%
3 Communication Services 2.38%
4 Consumer Staples 2.3%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-2,850
502
-10,119
503
-37,730
504
-11,774
505
-11,091
506
-15,478
507
-12,906
508
-17,752
509
-10,876
510
-12,161
511
-10,179
512
-3,334
513
-36,025
514
-28,156
515
-10,390
516
-16,781
517
-235,204
518
-38,890
519
-32,235
520
-19,561
521
-17,388