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
76
$4.74M 0.29%
159,849
+99,075
77
$4.71M 0.29%
60,053
+2,773
78
$4.65M 0.29%
155,726
+83,990
79
$4.63M 0.29%
149,321
+92,181
80
$4.58M 0.28%
50,224
+5,206
81
$4.57M 0.28%
82,096
+2,737
82
$4.56M 0.28%
+788,280
83
$4.37M 0.27%
59,316
+36,690
84
$4.21M 0.26%
419,401
+74,472
85
$4.18M 0.26%
12,762
-1,568
86
$4.15M 0.26%
+23,297
87
$4.14M 0.26%
39,898
+1,107
88
$4.1M 0.25%
28,918
+703
89
$4.06M 0.25%
107,909
+58,349
90
$4.06M 0.25%
172,140
+56,910
91
$3.89M 0.24%
+22,836
92
$3.85M 0.24%
172,622
+512
93
$3.77M 0.23%
14,610
+213
94
$3.69M 0.23%
78,683
+32,917
95
$3.65M 0.22%
44,251
+27,561
96
$3.62M 0.22%
62,454
+33,002
97
$3.59M 0.22%
23,395
+801
98
$3.58M 0.22%
26,343
+428
99
$3.58M 0.22%
52,274
+28,580
100
$3.54M 0.22%
89,528
-144
2 3
4
5 6