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
$204M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.54M
3
+$3.28M
4
IYG icon
iShares US Financial Services ETF
IYG
+$2.82M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.99M

Top Sells

1
+$3.75M
2
+$1.56M
3
+$1.49M
4
UNP icon
Union Pacific
UNP
+$1.13M
5
AAPL icon
Apple
AAPL
+$695K

Sector Composition

1 Financials 4.6%
2 Technology 4.18%
3 Healthcare 3.32%
4 Energy 2.38%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 8.21%
210,360
+44,370
2
$9.61M 4.7%
1,148,178
-178,392
3
$9.21M 4.5%
89,253
+17,501
4
$7.99M 3.91%
74,625
+4,140
5
$6.88M 3.37%
77,475
-4,521
6
$5.93M 2.9%
139,892
+4,752
7
$5.89M 2.88%
59,531
-2,427
8
$5.81M 2.84%
185,216
-22,180
9
$5.56M 2.72%
84,892
+1,674
10
$5.33M 2.61%
65,545
+1,888
11
$4.57M 2.23%
39,472
+4,616
12
$4.26M 2.08%
57,852
-8,186
13
$4.08M 2%
162,991
-2,731
14
$4M 1.96%
101,620
+42,076
15
$3.94M 1.93%
52,974
+1,808
16
$3.63M 1.78%
+127,460
17
$3.49M 1.71%
16,970
+6,868
18
$3.47M 1.7%
45,368
+2,643
19
$3.44M 1.69%
130,160
-465
20
$3.28M 1.61%
+120,144
21
$2.89M 1.42%
34,287
+1,479
22
$2.82M 1.38%
114,901
-852
23
$2.82M 1.38%
+89,949
24
$2.65M 1.3%
40,642
-23,909
25
$2.39M 1.17%
167,883
+11,706
1
2 3 4 5