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
$1.63B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$34.1M
3
+$33.4M
4
AMZN icon
Amazon
AMZN
+$32.2M
5
AAPL icon
Apple
AAPL
+$32.2M

Top Sells

1
+$3M
2
+$2.95M
3
+$2.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.15M
5
IYH icon
iShares US Healthcare ETF
IYH
+$2.08M

Sector Composition

1 Technology 10.07%
2 Consumer Discretionary 5.75%
3 Financials 4.96%
4 Communication Services 4.69%
5 Energy 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.37M 0.21%
53,334
+32,367
102
$3.32M 0.2%
23,953
+12,248
103
$3.31M 0.2%
+20,483
104
$3.3M 0.2%
34,839
+16,338
105
$3.15M 0.19%
+133,800
106
$3.14M 0.19%
24,984
+5,628
107
$3.14M 0.19%
45,145
+1,184
108
$3.13M 0.19%
41,223
+28,448
109
$3.11M 0.19%
35,818
+6,434
110
$3.07M 0.19%
112,408
+539
111
$2.87M 0.18%
61,029
+29,370
112
$2.77M 0.17%
15,809
+391
113
$2.74M 0.17%
171,000
+82,200
114
$2.73M 0.17%
67,535
+4,793
115
$2.65M 0.16%
+53,736
116
$2.57M 0.16%
39,837
+16,359
117
$2.53M 0.16%
+48,861
118
$2.53M 0.16%
82,060
-2,944
119
$2.52M 0.15%
24,379
+578
120
$2.5M 0.15%
41,247
+18,482
121
$2.49M 0.15%
29,034
+7,366
122
$2.35M 0.14%
22,218
+9,853
123
$2.33M 0.14%
37,002
+3,267
124
$2.33M 0.14%
+10,896
125
$2.33M 0.14%
18,130
+11,389
3 4
5
6 7