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
151
$1.98M 0.15%
476,960
-3,040
152
$1.96M 0.15%
61,875
-210
153
$1.93M 0.15%
44,961
+4,579
154
$1.92M 0.14%
13,132
+339
155
$1.92M 0.14%
21,934
+1,740
156
$1.89M 0.14%
37,338
+9,922
157
$1.85M 0.14%
50,216
+2,079
158
$1.8M 0.14%
22,365
+4,803
159
$1.79M 0.14%
25,997
-448
160
$1.79M 0.13%
23,356
-507
161
$1.79M 0.13%
+30,302
162
$1.78M 0.13%
17,575
+2,657
163
$1.78M 0.13%
17,342
-954
164
$1.77M 0.13%
20,341
+2,117
165
$1.76M 0.13%
30,302
+823
166
$1.75M 0.13%
57,257
+3,193
167
$1.74M 0.13%
38,961
+3,777
168
$1.74M 0.13%
+10,616
169
$1.73M 0.13%
50,092
-7,400
170
$1.73M 0.13%
16,586
+4,987
171
$1.72M 0.13%
13,484
-25
172
$1.72M 0.13%
21,996
+7,086
173
$1.71M 0.13%
19,662
-296
174
$1.71M 0.13%
29,368
+8,890
175
$1.68M 0.13%
33,350
+1,906
5 6
7
8 9