MIAN

Mariner Independent Advisor Network Portfolio holdings

AUM $2.33B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.64M
3
+$3.41M
4
IYG icon
iShares US Financial Services ETF
IYG
+$2.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.02M

Top Sells

1
+$3.75M
2
+$1.62M
3
+$1.52M
4
UNP icon
Union Pacific
UNP
+$1.13M
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

1 Financials 4.6%
2 Technology 4.18%
3 Healthcare 3.32%
4 Energy 2.38%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-44,436
1 2 3 4
5