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
201
$1.16M 0.07%
13,762
-1,399
202
$1.13M 0.07%
33,243
+1,063
203
$1.12M 0.07%
+87,848
204
$1.11M 0.07%
27,578
+10,391
205
$1.11M 0.07%
66,032
+18,236
206
$1.11M 0.07%
21,075
+4,484
207
$1.11M 0.07%
+15,139
208
$1.03M 0.06%
15,966
+900
209
$982K 0.06%
+11,198
210
$981K 0.06%
14,365
-1,182
211
$981K 0.06%
16,775
+3,322
212
$977K 0.06%
19,593
+2,324
213
$976K 0.06%
33,650
+7,957
214
$973K 0.06%
+17,577
215
$965K 0.06%
+14,311
216
$964K 0.06%
29,226
-665
217
$964K 0.06%
11,155
-508
218
$962K 0.06%
31,172
+4,789
219
$957K 0.06%
21,319
+3,013
220
$954K 0.06%
12,642
-28,529
221
$947K 0.06%
+13,585
222
$934K 0.06%
10,119
-226
223
$932K 0.06%
14,594
-54
224
$922K 0.06%
22,925
+11,738
225
$918K 0.06%
32,288
-3,351
7 8
9
10 11