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
76
$3.96M 0.33%
90,886
+58,437
77
$3.96M 0.33%
27,317
+332
78
$3.92M 0.33%
101,832
+19,470
79
$3.86M 0.33%
16,207
+407
80
$3.75M 0.32%
86,340
+3,313
81
$3.71M 0.31%
+42,706
82
$3.69M 0.31%
62,148
+7,586
83
$3.63M 0.31%
55,958
+34,702
84
$3.6M 0.3%
126,745
-77,985
85
$3.48M 0.29%
45,477
+419
86
$3.46M 0.29%
33,369
+10,587
87
$3.39M 0.29%
27,836
+914
88
$3.27M 0.28%
65,045
-11,209
89
$3.25M 0.27%
67,460
+14,844
90
$3.23M 0.27%
27,265
-2,279
91
$3.23M 0.27%
40,727
+488
92
$3.2M 0.27%
26,151
+3,118
93
$3.18M 0.27%
58,097
+2,005
94
$3.17M 0.27%
34,529
+19,786
95
$3.16M 0.27%
210,222
+21,526
96
$3.14M 0.27%
72,339
-10,896
97
$3.13M 0.26%
16,296
-216
98
$3.13M 0.26%
59,451
-340
99
$3.06M 0.26%
65,495
-1,018
100
$2.98M 0.25%
12,227
-1,859
2 3
4
5 6