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
$1.63B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$34.1M
3
+$33.4M
4
AMZN icon
Amazon
AMZN
+$32.2M
5
AAPL icon
Apple
AAPL
+$32.2M

Top Sells

1
+$3M
2
+$2.95M
3
+$2.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.15M
5
IYH icon
iShares US Healthcare ETF
IYH
+$2.08M

Sector Composition

1 Technology 10.07%
2 Consumer Discretionary 5.75%
3 Financials 4.96%
4 Communication Services 4.69%
5 Energy 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.41M 0.46%
141,422
+68,427
52
$7.41M 0.46%
50,262
+15,095
53
$7.06M 0.43%
116,836
+63,285
54
$7.06M 0.43%
38,473
+23,310
55
$6.85M 0.42%
127,828
+2,544
56
$6.68M 0.41%
132,096
+105,373
57
$6.37M 0.39%
67,015
+3,348
58
$6.29M 0.39%
117,839
+61,824
59
$6.24M 0.38%
18,464
+5,254
60
$6.02M 0.37%
99,318
+8,028
61
$5.97M 0.37%
100,487
+4,825
62
$5.71M 0.35%
383,755
+238,034
63
$5.51M 0.34%
51,598
+17,316
64
$5.47M 0.34%
188,532
-28,680
65
$5.38M 0.33%
24,916
+5,327
66
$5.32M 0.33%
15,232
+191
67
$5.17M 0.32%
68,590
+35,506
68
$5.11M 0.31%
569,952
+7,112
69
$5.1M 0.31%
367,859
+179,716
70
$5M 0.31%
96,207
+55,309
71
$4.98M 0.31%
282,813
+16,002
72
$4.96M 0.31%
28,993
+1,525
73
$4.9M 0.3%
44,560
+27,411
74
$4.86M 0.3%
93,164
+80,200
75
$4.83M 0.3%
103,205
+8,250
1 2
3
4 5