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
201
$1.42M 0.11%
23,746
+1,562
202
$1.39M 0.1%
52,182
-3,886
203
$1.38M 0.1%
+32,672
204
$1.35M 0.1%
22,920
+1,020
205
$1.35M 0.1%
19,155
-304
206
$1.29M 0.1%
81,142
+30,927
207
$1.29M 0.1%
16,655
-266
208
$1.26M 0.1%
75,072
-1,489
209
$1.26M 0.1%
40,636
-1,150
210
$1.25M 0.09%
20,364
-854
211
$1.25M 0.09%
28,921
-61,965
212
$1.25M 0.09%
18,932
-2,021
213
$1.23M 0.09%
102,744
+104
214
$1.21M 0.09%
76,093
+527
215
$1.2M 0.09%
25,135
+4,686
216
$1.2M 0.09%
+31,588
217
$1.19M 0.09%
66,819
-189
218
$1.19M 0.09%
13,875
-4,297
219
$1.18M 0.09%
20,689
-5,352
220
$1.17M 0.09%
10,004
-427
221
$1.15M 0.09%
37,294
+1,808
222
$1.14M 0.09%
+24,214
223
$1.13M 0.09%
+43,373
224
$1.12M 0.08%
11,897
-139
225
$1.09M 0.08%
12,146
+2,075
7 8
9
10 11