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
201
$1.56M 0.11%
59,558
+3,860
202
$1.54M 0.11%
21,184
-673
203
$1.54M 0.11%
24,924
-1,653
204
$1.53M 0.11%
12,889
-151
205
$1.52M 0.11%
45,316
+4,457
206
$1.51M 0.11%
25,208
-2,250
207
$1.5M 0.11%
11,542
+116
208
$1.49M 0.11%
33,802
+696
209
$1.49M 0.11%
39,435
-159
210
$1.48M 0.11%
88,835
+75,737
211
$1.47M 0.11%
11,487
+354
212
$1.41M 0.1%
26,454
+4,709
213
$1.4M 0.1%
39,823
214
$1.38M 0.1%
44,715
-5,214
215
$1.37M 0.1%
15,813
+3,921
216
$1.37M 0.1%
64,906
-1,129
217
$1.35M 0.1%
12,129
+233
218
$1.35M 0.1%
71,344
-53,972
219
$1.35M 0.1%
20,700
+811
220
$1.34M 0.1%
22,915
-499
221
$1.34M 0.1%
17,587
+1,216
222
$1.31M 0.09%
28,558
-1,474
223
$1.31M 0.09%
20,910
-10,402
224
$1.31M 0.09%
67,635
-897
225
$1.29M 0.09%
16,472
+1,037
7 8
9
10 11