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
$1.33B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13M
3
+$12.3M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.1M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.82M

Top Sells

1
+$9.59M
2
+$6.32M
3
+$6.13M
4
TSLA icon
Tesla
TSLA
+$4.69M
5
UNH icon
UnitedHealth
UNH
+$2.84M

Sector Composition

1 Technology 7.77%
2 Consumer Discretionary 5.84%
3 Communication Services 3.95%
4 Financials 3.53%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.3M 0.25%
63,703
+13,370
102
$3.24M 0.24%
29,576
+2,422
103
$3.22M 0.24%
87,720
+19,227
104
$3.18M 0.24%
56,739
-1,358
105
$3.18M 0.24%
25,632
-1,633
106
$3.14M 0.24%
195,162
+114,468
107
$3.1M 0.23%
65,253
+15,393
108
$3.06M 0.23%
71,951
+12,378
109
$3.04M 0.23%
60,383
-4,662
110
$3M 0.23%
254,352
-2,430
111
$2.96M 0.22%
71,554
-785
112
$2.96M 0.22%
31,239
+447
113
$2.96M 0.22%
39,100
-698
114
$2.89M 0.22%
120,065
+24,406
115
$2.88M 0.22%
135,151
+6,468
116
$2.82M 0.21%
+104,916
117
$2.8M 0.21%
13,536
+187
118
$2.74M 0.21%
24,601
+6,192
119
$2.73M 0.21%
39,312
+745
120
$2.72M 0.2%
142,638
+22,554
121
$2.71M 0.2%
31,061
+1,001
122
$2.7M 0.2%
53,209
+1,894
123
$2.7M 0.2%
60,084
+27,512
124
$2.7M 0.2%
23,892
-9,477
125
$2.59M 0.19%
19,752
-8,084
3 4
5
6 7