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
$565M
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.34M
3
+$2M
4
CRM icon
Salesforce
CRM
+$1.93M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.62M

Top Sells

1
+$57.7M
2
+$51M
3
+$40M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$37.8M
5
AAPL icon
Apple
AAPL
+$31.5M

Sector Composition

1 Technology 16.08%
2 Industrials 4.92%
3 Consumer Discretionary 3.18%
4 Financials 2.88%
5 Communication Services 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.2M 0.57%
69,236
-12,860
52
$3.16M 0.56%
60,273
-32,891
53
$3.12M 0.55%
19,785
+7,062
54
$3.01M 0.53%
35,385
+6,351
55
$2.92M 0.52%
39,857
-19,459
56
$2.76M 0.49%
178,376
-189,483
57
$2.73M 0.48%
95,676
-64,173
58
$2.64M 0.47%
43,554
+20,196
59
$2.62M 0.46%
12,559
+2,521
60
$2.34M 0.42%
+15,055
61
$2.25M 0.4%
71,582
+18,887
62
$2.14M 0.38%
19,495
-32,103
63
$1.99M 0.35%
37,524
-90,304
64
$1.93M 0.34%
+14,157
65
$1.89M 0.34%
19,377
-47,638
66
$1.84M 0.33%
13,148
-55,859
67
$1.81M 0.32%
13,459
-12,884
68
$1.77M 0.31%
163,952
+944
69
$1.74M 0.31%
21,077
-342,273
70
$1.63M 0.29%
38,591
-22,438
71
$1.62M 0.29%
37,117
+3,467
72
$1.6M 0.28%
11,612
-6,091
73
$1.58M 0.28%
143,640
-17,364
74
$1.57M 0.28%
14,745
-5,276
75
$1.47M 0.26%
17,643
+649
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3
4 5