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
176
$1.68M 0.13%
255,656
-24,431
177
$1.66M 0.12%
12,217
-721
178
$1.65M 0.12%
+15,396
179
$1.65M 0.12%
15,068
-1,211
180
$1.62M 0.12%
38,757
+20,606
181
$1.6M 0.12%
27,793
+1,501
182
$1.6M 0.12%
32,834
+806
183
$1.6M 0.12%
28,480
+774
184
$1.58M 0.12%
15,219
+25
185
$1.57M 0.12%
43,505
+4,773
186
$1.57M 0.12%
43,347
-503
187
$1.56M 0.12%
27,571
+3,391
188
$1.53M 0.12%
11,285
-687
189
$1.51M 0.11%
18,794
+372
190
$1.5M 0.11%
48,087
-11,102
191
$1.5M 0.11%
20,648
+3,111
192
$1.49M 0.11%
20,490
+750
193
$1.48M 0.11%
70,012
+6,566
194
$1.48M 0.11%
26,844
+2,318
195
$1.47M 0.11%
48,015
+35,468
196
$1.46M 0.11%
18,631
+1,241
197
$1.46M 0.11%
25,261
+40
198
$1.46M 0.11%
21,637
+6,951
199
$1.45M 0.11%
39,663
+19,307
200
$1.43M 0.11%
21,133
-1,757
6 7
8
9 10