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
151
$1.71M 0.11%
51,855
+6,834
152
$1.71M 0.11%
10,921
-448
153
$1.68M 0.1%
69,384
+47,895
154
$1.66M 0.1%
26,052
+15,982
155
$1.66M 0.1%
67,245
+19,282
156
$1.64M 0.1%
23,456
-2,323
157
$1.64M 0.1%
30,100
+4,146
158
$1.64M 0.1%
28,025
-525
159
$1.63M 0.1%
37,425
-1,126
160
$1.62M 0.1%
11,055
+237
161
$1.62M 0.1%
52,695
-19,827
162
$1.62M 0.1%
+23,289
163
$1.61M 0.1%
65,871
+1,040
164
$1.61M 0.1%
55,991
-8,207
165
$1.6M 0.1%
70,893
+53
166
$1.58M 0.1%
23,128
+12,490
167
$1.58M 0.1%
77,112
-3,661
168
$1.56M 0.1%
+19,537
169
$1.55M 0.1%
+82,035
170
$1.54M 0.1%
139,439
+68,778
171
$1.54M 0.09%
43,130
+2,356
172
$1.53M 0.09%
+19,756
173
$1.51M 0.09%
21,693
-11,306
174
$1.49M 0.09%
29,985
175
$1.47M 0.09%
223,897
-15,923
5 6
7
8 9