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
126
$2.47M 0.18%
13,817
+1,374
127
$2.42M 0.17%
71,486
-463
128
$2.39M 0.17%
19,057
-2,961
129
$2.39M 0.17%
21,492
-790
130
$2.38M 0.17%
53,388
-975
131
$2.37M 0.17%
52,643
-2,853
132
$2.34M 0.17%
15,798
+17
133
$2.33M 0.17%
95,327
+8,696
134
$2.31M 0.17%
79,789
+57,590
135
$2.31M 0.17%
12,972
+1,040
136
$2.29M 0.16%
114,042
-27,267
137
$2.28M 0.16%
15,966
+1,192
138
$2.28M 0.16%
51,681
+3,656
139
$2.25M 0.16%
19,179
+433
140
$2.21M 0.16%
37,852
-2,811
141
$2.21M 0.16%
11,644
+717
142
$2.2M 0.16%
103,363
+140
143
$2.2M 0.16%
28,844
+134
144
$2.19M 0.16%
37,648
+2,313
145
$2.19M 0.16%
30,248
+936
146
$2.18M 0.16%
43,973
-5,080
147
$2.17M 0.16%
+25,760
148
$2.16M 0.16%
14,049
+618
149
$2.14M 0.15%
+21,162
150
$2.13M 0.15%
15,638
+434
4 5
6
7 8