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
76
$1.47M 0.26%
64,703
-12,409
77
$1.45M 0.26%
28,895
+1,175
78
$1.27M 0.22%
43,114
-145,418
79
$1.16M 0.21%
10,145
-134,191
80
$1.14M 0.2%
10,699
-6,596
81
$1.1M 0.19%
37,243
-5,920
82
$1.05M 0.19%
14,824
-12,245
83
$1.04M 0.18%
35,273
-20,718
84
$1.03M 0.18%
14,594
85
$1.02M 0.18%
16,728
-9,324
86
$1.01M 0.18%
14,038
-9,418
87
$997K 0.18%
90,095
-49,344
88
$989K 0.18%
20,118
-8,114
89
$936K 0.17%
33,224
-449,024
90
$930K 0.16%
18,714
-185,956
91
$922K 0.16%
14,038
-1,928
92
$893K 0.16%
12,665
-10,463
93
$885K 0.16%
20,632
-8,312
94
$884K 0.16%
12,711
-7,604
95
$879K 0.16%
17,591
-10,783
96
$851K 0.15%
14,996
-842
97
$848K 0.15%
31,143
-1,145
98
$825K 0.15%
16,225
+2,785
99
$806K 0.14%
10,005
-2,637
100
$800K 0.14%
48,420
-17,612
2 3
4
5 6