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
201
$1.31M 0.11%
24,526
+2,640
202
$1.3M 0.11%
21,900
+478
203
$1.3M 0.11%
+16,921
204
$1.28M 0.11%
11,092
-443
205
$1.27M 0.11%
80,694
+13,062
206
$1.23M 0.1%
45,769
-3,816
207
$1.23M 0.1%
21,395
-6,387
208
$1.23M 0.1%
+35,935
209
$1.2M 0.1%
31,795
-673
210
$1.19M 0.1%
20,478
+2,921
211
$1.19M 0.1%
10,431
-7,410
212
$1.17M 0.1%
67,008
-1,956
213
$1.16M 0.1%
75,566
-1
214
$1.15M 0.1%
51,320
+1,056
215
$1.15M 0.1%
24,459
+2,495
216
$1.15M 0.1%
25,594
-65
217
$1.15M 0.1%
32,572
-30,927
218
$1.15M 0.1%
12,036
+753
219
$1.13M 0.1%
50,411
-11,930
220
$1.1M 0.09%
35,486
+4,325
221
$1.09M 0.09%
35,037
-25,021
222
$1.08M 0.09%
15,499
-228
223
$1.08M 0.09%
+11,599
224
$1.07M 0.09%
20,364
-5,597
225
$1.06M 0.09%
35,658
-10,465
7 8
9
10 11