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
176
$1.5M 0.13%
23,937
+25
177
$1.49M 0.13%
27,416
+8,522
178
$1.49M 0.13%
13,559
+2,150
179
$1.49M 0.13%
26,041
+2,172
180
$1.49M 0.13%
27,311
+1,326
181
$1.47M 0.12%
56,068
-7,492
182
$1.47M 0.12%
18,422
183
$1.47M 0.12%
35,184
-9,008
184
$1.45M 0.12%
19,459
+9,425
185
$1.45M 0.12%
18,172
-41
186
$1.44M 0.12%
19,740
-475
187
$1.42M 0.12%
21,218
+1,168
188
$1.42M 0.12%
17,537
+1,023
189
$1.4M 0.12%
38,732
-1,143
190
$1.39M 0.12%
17,562
+1,459
191
$1.39M 0.12%
76,561
-10,000
192
$1.37M 0.12%
20,953
-4,778
193
$1.37M 0.12%
24,180
+1,673
194
$1.37M 0.12%
25,221
-2,185
195
$1.35M 0.11%
16,197
-73
196
$1.34M 0.11%
76,104
-2,008
197
$1.33M 0.11%
63,446
+5,319
198
$1.33M 0.11%
17,390
-338
199
$1.31M 0.11%
14,910
-2,670
200
$1.31M 0.11%
41,786
+5,087
6 7
8
9 10