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
$1.33B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13M
3
+$12.3M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.1M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.82M

Top Sells

1
+$9.59M
2
+$6.32M
3
+$6.13M
4
TSLA icon
Tesla
TSLA
+$4.69M
5
UNH icon
UnitedHealth
UNH
+$2.84M

Sector Composition

1 Technology 7.77%
2 Consumer Discretionary 5.84%
3 Communication Services 3.95%
4 Financials 3.53%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.08M 0.46%
55,243
+396
52
$5.98M 0.45%
28,013
-339
53
$5.91M 0.45%
37,954
-2,133
54
$5.83M 0.44%
132,973
+46,633
55
$5.53M 0.42%
15,364
-2,492
56
$5.49M 0.41%
68,248
+4,205
57
$5.48M 0.41%
131,964
+1,074
58
$5.46M 0.41%
88,536
+4,755
59
$5.41M 0.41%
19,975
-1,661
60
$5.3M 0.4%
113,887
-5,832
61
$5.27M 0.4%
57,696
-114
62
$5.24M 0.39%
56,962
+744
63
$5.18M 0.39%
47,999
+1,120
64
$5.13M 0.39%
55,267
+20,738
65
$5.12M 0.39%
32,626
+1,519
66
$5.12M 0.39%
60,583
+2,894
67
$5.08M 0.38%
99,025
+3,871
68
$5.07M 0.38%
150,379
-8,227
69
$5.07M 0.38%
50,278
-64
70
$5.03M 0.38%
105,191
+7,498
71
$4.92M 0.37%
322,455
-307,605
72
$4.86M 0.37%
27,749
+1,815
73
$4.85M 0.37%
191,412
+22,515
74
$4.72M 0.36%
39,683
+111
75
$4.63M 0.35%
82,511
+55,200
1 2
3
4 5