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
$565M
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.34M
3
+$2M
4
CRM icon
Salesforce
CRM
+$1.93M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.62M

Top Sells

1
+$57.7M
2
+$51M
3
+$40M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$37.8M
5
AAPL icon
Apple
AAPL
+$31.5M

Sector Composition

1 Technology 16.08%
2 Industrials 4.92%
3 Consumer Discretionary 3.18%
4 Financials 2.88%
5 Communication Services 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$760K 0.13%
+43,968
102
$755K 0.13%
18,878
-341,895
103
$747K 0.13%
13,477
-6,949
104
$742K 0.13%
+45,186
105
$742K 0.13%
27,755
-84,653
106
$707K 0.13%
16,120
-21,305
107
$702K 0.12%
+17,364
108
$693K 0.12%
+17,103
109
$660K 0.12%
11,398
-84,809
110
$646K 0.11%
17,134
-29,051
111
$646K 0.11%
+12,405
112
$644K 0.11%
+39,732
113
$643K 0.11%
+11,423
114
$638K 0.11%
+40,530
115
$638K 0.11%
+42,733
116
$637K 0.11%
+12,246
117
$635K 0.11%
18,086
-4,997
118
$619K 0.11%
33,843
-7,665
119
$616K 0.11%
+17,876
120
$609K 0.11%
35,300
-42,990
121
$604K 0.11%
+13,626
122
$584K 0.1%
+10,112
123
$574K 0.1%
12,346
-22
124
$562K 0.1%
15,119
-5,809
125
$552K 0.1%
+12,263
3 4
5
6 7