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
126
$2.31M 0.19%
95,659
+25,543
127
$2.3M 0.19%
14,274
+136
128
$2.25M 0.19%
+64,650
129
$2.23M 0.19%
120,084
-15,993
130
$2.23M 0.19%
20,388
-197
131
$2.23M 0.19%
68,493
-1,272
132
$2.19M 0.19%
480,000
-149,800
133
$2.13M 0.18%
18,962
-2,740
134
$2.08M 0.18%
18,296
-221
135
$2.06M 0.17%
41,586
+4,461
136
$2.05M 0.17%
19,479
-1,518
137
$2.04M 0.17%
30,169
+2,380
138
$2.03M 0.17%
36,980
+221
139
$2M 0.17%
10,279
-157
140
$2M 0.17%
18,409
-5,394
141
$1.96M 0.17%
81,771
+19,275
142
$1.95M 0.17%
38,023
-2,390
143
$1.94M 0.16%
+11,844
144
$1.92M 0.16%
76,173
+22,114
145
$1.91M 0.16%
62,085
+1,513
146
$1.9M 0.16%
+66,276
147
$1.9M 0.16%
57,492
+556
148
$1.88M 0.16%
36,753
+5,536
149
$1.83M 0.15%
280,087
+4,487
150
$1.83M 0.15%
23,863
-129
4 5
6
7 8