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
76
$494K 0.24%
10,160
-101
77
$478K 0.23%
+10,862
78
$468K 0.23%
11,014
-15
79
$458K 0.22%
25,232
-702
80
$437K 0.21%
+13,010
81
$413K 0.2%
16,483
-6,599
82
$380K 0.19%
16,675
-1,480
83
$373K 0.18%
+11,821
84
$366K 0.18%
21,489
+152
85
$337K 0.17%
+10,991
86
$337K 0.16%
22,452
+52
87
$324K 0.16%
11,809
+955
88
$322K 0.16%
+23,610
89
$319K 0.16%
+8,129
90
$298K 0.15%
+4,177
91
$288K 0.14%
13,990
92
$261K 0.13%
15,699
-3,974
93
$258K 0.13%
+1,448
94
$253K 0.12%
15,725
-156
95
$132K 0.06%
+5,837
96
$112K 0.05%
1,502
+55
97
– –
-2,943
98
– –
-10,110
99
– –
-10,679
100
– –
-10,479
1 2 3
4
5