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
76
$4.6M 0.35%
55,536
-8,290
77
$4.56M 0.34%
17,192
+985
78
$4.47M 0.34%
114,901
-2,067
79
$4.46M 0.34%
111,030
+9,198
80
$4.37M 0.33%
119,916
+55,266
81
$4.26M 0.32%
+75,017
82
$4.24M 0.32%
58,018
-11,792
83
$4.23M 0.32%
69,890
+7,742
84
$4.16M 0.31%
54,321
-2,914
85
$4.13M 0.31%
172,927
-6,351
86
$4.12M 0.31%
27,674
+357
87
$4.02M 0.3%
+28,530
88
$4.01M 0.3%
60,068
+4,110
89
$3.92M 0.3%
44,888
+2,182
90
$3.77M 0.28%
46,326
+849
91
$3.74M 0.28%
14,258
+2,031
92
$3.59M 0.27%
65,285
+5,834
93
$3.58M 0.27%
28,533
+2,382
94
$3.54M 0.27%
64,725
-14,819
95
$3.49M 0.26%
135,375
+59,202
96
$3.47M 0.26%
43,024
+2,297
97
$3.46M 0.26%
67,585
+2,090
98
$3.41M 0.26%
229,170
+18,948
99
$3.37M 0.25%
67,400
-60
100
$3.31M 0.25%
17,825
+1,529
2 3
4
5 6