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
126
$2.3M 0.14%
141,602
+1,234
127
$2.26M 0.14%
20,021
+7,026
128
$2.25M 0.14%
16,586
-1,145
129
$2.23M 0.14%
14,066
+737
130
$2.18M 0.13%
33,370
+15,253
131
$2.18M 0.13%
66,384
+2,041
132
$2.16M 0.13%
+19,755
133
$2.15M 0.13%
+21,226
134
$2.13M 0.13%
17,703
+4,683
135
$2.12M 0.13%
43,969
-803
136
$2.05M 0.13%
74,390
+5,545
137
$2.04M 0.13%
68,535
+47,995
138
$2.01M 0.12%
20,982
+9,189
139
$1.99M 0.12%
27,069
+10,260
140
$1.97M 0.12%
31,609
+18,281
141
$1.96M 0.12%
+12,723
142
$1.94M 0.12%
56,880
+34,547
143
$1.89M 0.12%
+10,038
144
$1.86M 0.11%
+45,604
145
$1.85M 0.11%
17,295
-7,559
146
$1.85M 0.11%
109,414
-14,971
147
$1.83M 0.11%
54,129
+2,495
148
$1.73M 0.11%
46,185
-3,037
149
$1.72M 0.11%
12,337
+639
150
$1.71M 0.11%
161,004
+8,712
4 5
6
7 8