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
176
$1.84M 0.13%
14,368
-3,646
177
$1.82M 0.13%
57,560
-219
178
$1.82M 0.13%
22,561
-4,679
179
$1.8M 0.13%
12,217
180
$1.79M 0.13%
17,935
+796
181
$1.79M 0.13%
27,946
+2,308
182
$1.79M 0.13%
44,933
+424
183
$1.77M 0.13%
23,085
+1,451
184
$1.72M 0.12%
21,170
-4,803
185
$1.7M 0.12%
28,515
-571
186
$1.7M 0.12%
31,683
-2,630
187
$1.7M 0.12%
39,698
+2,421
188
$1.69M 0.12%
44,380
+786
189
$1.68M 0.12%
36,620
-944
190
$1.67M 0.12%
+12,533
191
$1.67M 0.12%
+59,785
192
$1.64M 0.12%
104,456
+472
193
$1.64M 0.12%
254,148
+16,239
194
$1.63M 0.12%
50,814
-512,649
195
$1.62M 0.12%
26,120
+536
196
$1.62M 0.12%
18,121
-299
197
$1.6M 0.12%
13,352
-652
198
$1.6M 0.12%
32,129
+10,314
199
$1.59M 0.11%
32,325
-40
200
$1.57M 0.11%
14,778
-117
6 7
8
9 10