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
$1.39B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.01M
3
+$4.95M
4
AMD icon
Advanced Micro Devices
AMD
+$4.42M
5
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$4.41M

Top Sells

1
+$16.4M
2
+$12.6M
3
+$11.1M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.9M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.85M

Sector Composition

1 Technology 9.66%
2 Consumer Discretionary 6.1%
3 Financials 4.1%
4 Communication Services 3.55%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.25M 0.23%
21,875
-713
102
$3.19M 0.23%
116,678
+4,154
103
$3.1M 0.22%
68,907
-303
104
$3.09M 0.22%
32,014
-5,378
105
$3.05M 0.22%
98,833
-9,890
106
$3.04M 0.22%
97,634
+28,757
107
$3.04M 0.22%
123,214
+28,074
108
$3.03M 0.22%
13,886
+1,775
109
$3.01M 0.22%
30,707
-461
110
$2.92M 0.21%
25,931
-1,098
111
$2.91M 0.21%
33,018
+1,988
112
$2.88M 0.21%
49,332
+1,852
113
$2.88M 0.21%
61,987
+1,650
114
$2.83M 0.2%
37,950
+4,270
115
$2.83M 0.2%
30,122
+46
116
$2.79M 0.2%
25,532
+951
117
$2.77M 0.2%
25,654
+3,132
118
$2.71M 0.2%
76,654
+689
119
$2.65M 0.19%
449,600
-126,200
120
$2.6M 0.19%
40,830
+48
121
$2.56M 0.18%
67,765
-1,569
122
$2.55M 0.18%
36,710
-2,981
123
$2.52M 0.18%
41,891
+3,546
124
$2.49M 0.18%
10,693
-101
125
$2.49M 0.18%
194,064
+24,216
3 4
5
6 7