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
$1.18B
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.9M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.93M
5
AMD icon
Advanced Micro Devices
AMD
+$5.88M

Top Sells

1
+$27.4M
2
+$10.5M
3
+$10.3M
4
TSLA icon
Tesla
TSLA
+$8.09M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.29M

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 5.99%
3 Communication Services 3.63%
4 Financials 3.61%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.57M 0.47%
119,719
+4,196
52
$5.33M 0.45%
69,810
+14,041
53
$5.32M 0.45%
130,890
-639
54
$5.3M 0.45%
97,693
-7,965
55
$5.19M 0.44%
57,810
-5,850
56
$5.17M 0.44%
158,606
+5,186
57
$5.15M 0.44%
63,826
+1,051
58
$5.14M 0.43%
83,781
-54,364
59
$5.08M 0.43%
64,043
+3,586
60
$5.04M 0.43%
56,218
+2,248
61
$5.03M 0.43%
50,342
+274
62
$4.92M 0.42%
46,879
-347
63
$4.84M 0.41%
57,689
+3,851
64
$4.83M 0.41%
95,154
+1,150
65
$4.8M 0.41%
31,107
+2,589
66
$4.76M 0.4%
25,934
+2,800
67
$4.65M 0.39%
57,235
-2,414
68
$4.64M 0.39%
26,610
-2,399
69
$4.61M 0.39%
39,572
+1,338
70
$4.39M 0.37%
116,968
-104,801
71
$4.37M 0.37%
179,278
-130,722
72
$4.35M 0.37%
79,544
-2,067
73
$4.29M 0.36%
71,438
+2,121
74
$4.05M 0.34%
168,897
-4,499
75
$4M 0.34%
35,626
-2,711
1 2
3
4 5