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
$204M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.54M
3
+$3.28M
4
IYG icon
iShares US Financial Services ETF
IYG
+$2.82M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.99M

Top Sells

1
+$3.75M
2
+$1.56M
3
+$1.49M
4
UNP icon
Union Pacific
UNP
+$1.13M
5
AAPL icon
Apple
AAPL
+$695K

Sector Composition

1 Financials 4.6%
2 Technology 4.18%
3 Healthcare 3.32%
4 Energy 2.38%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.63%
10,127
+821
52
$1.28M 0.63%
+19,079
53
$1.24M 0.61%
46,241
+739
54
$1.21M 0.59%
31,018
+1,704
55
$1.16M 0.57%
14,707
+817
56
$1.1M 0.54%
27,675
-6,251
57
$1.06M 0.52%
15,717
+2,646
58
$1.03M 0.5%
33,901
+3,680
59
$976K 0.48%
35,561
+1,377
60
$960K 0.47%
+20,326
61
$845K 0.41%
27,720
+16,304
62
$833K 0.41%
17,881
+2,460
63
$827K 0.4%
12,598
+2,024
64
$787K 0.39%
+8,848
65
$742K 0.36%
12,089
+547
66
$706K 0.35%
46,346
+2,072
67
$692K 0.34%
57,421
+28,043
68
$687K 0.34%
+10,141
69
$683K 0.33%
27,939
+13,324
70
$645K 0.32%
23,263
+2,605
71
$588K 0.29%
18,491
+4,942
72
$564K 0.28%
12,777
+883
73
$533K 0.26%
+13,214
74
$513K 0.25%
20,877
+72
75
$496K 0.24%
12,311
+880
1 2
3
4 5