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
176
$1.46M 0.09%
81,504
-40
177
$1.46M 0.09%
117,410
+72,113
178
$1.44M 0.09%
22,132
+1,603
179
$1.44M 0.09%
31,472
+4,579
180
$1.43M 0.09%
+15,166
181
$1.43M 0.09%
28,374
+18,317
182
$1.42M 0.09%
28,232
+4,577
183
$1.39M 0.09%
27,720
+3,243
184
$1.38M 0.08%
23,358
+13,110
185
$1.38M 0.08%
64,052
+34,568
186
$1.38M 0.08%
78,290
+50,264
187
$1.37M 0.08%
12,542
-2,349
188
$1.33M 0.08%
17,580
+269
189
$1.29M 0.08%
16,994
-1,665
190
$1.29M 0.08%
+12,938
191
$1.28M 0.08%
28,944
+11,648
192
$1.26M 0.08%
+11,193
193
$1.26M 0.08%
47,118
+9,661
194
$1.24M 0.08%
43,163
-454
195
$1.23M 0.08%
+17,128
196
$1.2M 0.07%
20,315
-1,310
197
$1.19M 0.07%
40,202
+12,921
198
$1.19M 0.07%
+20,426
199
$1.18M 0.07%
28,388
+9,905
200
$1.18M 0.07%
35,822
-2,346
6 7
8
9 10