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
$1.39B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.01M
3
+$4.95M
4
AMD icon
Advanced Micro Devices
AMD
+$4.42M
5
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$4.41M

Top Sells

1
+$16.4M
2
+$12.6M
3
+$11.1M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.9M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.85M

Sector Composition

1 Technology 9.66%
2 Consumer Discretionary 6.1%
3 Financials 4.1%
4 Communication Services 3.55%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.94M 0.36%
42,620
-1,977
77
$4.83M 0.35%
109,278
-2,940
78
$4.69M 0.34%
29,221
+490
79
$4.52M 0.33%
62,075
-2,218
80
$4.36M 0.31%
18,089
-380
81
$4.22M 0.3%
60,167
+4,202
82
$4.11M 0.3%
85,477
+6,051
83
$4.08M 0.29%
44,387
-485
84
$4.03M 0.29%
69,083
+1,295
85
$4M 0.29%
162,555
+2,584
86
$3.96M 0.29%
31,483
+1,093
87
$3.95M 0.28%
71,507
+4,414
88
$3.92M 0.28%
76,783
+11,391
89
$3.74M 0.27%
250,264
+3,096
90
$3.72M 0.27%
68,622
+6,026
91
$3.69M 0.27%
45,099
-424
92
$3.62M 0.26%
28,882
+14,598
93
$3.61M 0.26%
25,843
-1,559
94
$3.58M 0.26%
18,064
+1,381
95
$3.57M 0.26%
40,968
-1,930
96
$3.5M 0.25%
31,707
-5,661
97
$3.31M 0.24%
61,595
+5,678
98
$3.27M 0.24%
+64,909
99
$3.26M 0.23%
136,203
+6,591
100
$3.25M 0.23%
82,140
+5,727
2 3
4
5 6