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
$1.18B
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.9M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.93M
5
AMD icon
Advanced Micro Devices
AMD
+$5.88M

Top Sells

1
+$27.4M
2
+$10.5M
3
+$10.3M
4
TSLA icon
Tesla
TSLA
+$8.09M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.29M

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 5.99%
3 Communication Services 3.63%
4 Financials 3.61%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.25%
39,798
+309
102
$2.92M 0.25%
256,782
+4,836
103
$2.89M 0.24%
30,792
+3,259
104
$2.88M 0.24%
27,154
-5,082
105
$2.84M 0.24%
+11,544
106
$2.73M 0.23%
128,683
+20,814
107
$2.63M 0.22%
50,333
-3,325
108
$2.58M 0.22%
51,315
+3,385
109
$2.54M 0.21%
38,567
-423
110
$2.54M 0.21%
30,060
+11,969
111
$2.52M 0.21%
13,349
-599
112
$2.51M 0.21%
79,448
-7,663
113
$2.5M 0.21%
49,073
-5,436
114
$2.5M 0.21%
89,505
-8,353
115
$2.45M 0.21%
24,162
-1,592
116
$2.41M 0.2%
41,155
-1,461
117
$2.41M 0.2%
49,860
+5,118
118
$2.4M 0.2%
45,630
-4,213
119
$2.4M 0.2%
59,573
-2
120
$2.39M 0.2%
91,904
+29,595
121
$2.38M 0.2%
78,420
+3,850
122
$2.36M 0.2%
33,662
-852
123
$2.34M 0.2%
36,380
-1,615
124
$2.33M 0.2%
77,366
+147
125
$2.33M 0.2%
31,459
-1,044
3 4
5
6 7