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
126
$2.55M 0.19%
92,004
+100
127
$2.54M 0.19%
30,188
-1,271
128
$2.5M 0.19%
23,364
-798
129
$2.48M 0.19%
77,724
-1,724
130
$2.46M 0.19%
137,656
+61,552
131
$2.45M 0.18%
83,626
-43,119
132
$2.43M 0.18%
20,390
+1,428
133
$2.42M 0.18%
40,228
-31,210
134
$2.42M 0.18%
79,151
+1,785
135
$2.41M 0.18%
21,008
+1,529
136
$2.38M 0.18%
41,826
+14,067
137
$2.36M 0.18%
40,145
-1,010
138
$2.33M 0.18%
34,897
-1,483
139
$2.2M 0.17%
40,318
+2,295
140
$2.19M 0.16%
10,475
+196
141
$2.17M 0.16%
14,191
-83
142
$2.17M 0.16%
38,064
+1,084
143
$2.13M 0.16%
30,113
-56
144
$2.12M 0.16%
39,673
+6,993
145
$2.1M 0.16%
37,363
+5,384
146
$2.07M 0.16%
11,483
-361
147
$2.05M 0.15%
11,365
-15,245
148
$2.05M 0.15%
85,407
+3,636
149
$2.02M 0.15%
39,051
+2,298
150
$1.99M 0.15%
39,862
-1,724
4 5
6
7 8