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
151
$2.13M 0.15%
13,066
-126
152
$2.12M 0.15%
56,201
+4,773
153
$2.1M 0.15%
40,616
+831
154
$2.09M 0.15%
+93,098
155
$2.09M 0.15%
20,596
+1,737
156
$2.09M 0.15%
35,979
+2,219
157
$2.08M 0.15%
34,724
+2,272
158
$2.07M 0.15%
28,431
-1,667
159
$2.07M 0.15%
61,735
-1,478
160
$2.06M 0.15%
23,253
+3,106
161
$2.06M 0.15%
40,830
+2,762
162
$2.04M 0.15%
25,029
-1,280
163
$2.04M 0.15%
36,356
-5,776
164
$2.02M 0.15%
111,885
+14,237
165
$2.01M 0.14%
39,926
-11,652
166
$1.99M 0.14%
21,801
+603
167
$1.96M 0.14%
92,462
+16,741
168
$1.92M 0.14%
23,202
+135
169
$1.88M 0.14%
35,568
+1,522
170
$1.87M 0.14%
61,935
+3,156
171
$1.87M 0.13%
31,045
+148
172
$1.87M 0.13%
21,969
+24
173
$1.86M 0.13%
21,086
+3,294
174
$1.86M 0.13%
60,038
+19,488
175
$1.85M 0.13%
18,224
+3,637
5 6
7
8 9