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
151
$1.82M 0.15%
16,279
-1,190
152
$1.82M 0.15%
12,793
+550
153
$1.8M 0.15%
20,194
+90
154
$1.8M 0.15%
59,189
-129
155
$1.79M 0.15%
26,445
+2,682
156
$1.76M 0.15%
31,979
-45
157
$1.76M 0.15%
48,137
-698
158
$1.74M 0.15%
40,382
+817
159
$1.72M 0.15%
19,958
-1,074
160
$1.71M 0.14%
15,194
-37
161
$1.7M 0.14%
12,938
-1
162
$1.66M 0.14%
11,972
-1,854
163
$1.66M 0.14%
32,680
-11,863
164
$1.65M 0.14%
29,479
+1,684
165
$1.64M 0.14%
54,064
-7,803
166
$1.61M 0.14%
+13,509
167
$1.59M 0.13%
43,850
+222
168
$1.56M 0.13%
31,444
+4,880
169
$1.53M 0.13%
18,224
-200
170
$1.53M 0.13%
27,706
+1,168
171
$1.53M 0.13%
26,292
+1,356
172
$1.53M 0.13%
32,028
+114
173
$1.53M 0.13%
27,759
-3,518
174
$1.51M 0.13%
14,918
+433
175
$1.51M 0.13%
22,890
-2,079
5 6
7
8 9