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
$530M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$8.39M
3 +$7.48M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.21M
5
VTV icon
Vanguard Value ETF
VTV
+$6.33M

Sector Composition

1 Technology 7.35%
2 Communication Services 6.86%
3 Energy 6.06%
4 Financials 5.85%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.5M 5.94%
305,296
+238,274
2
$27.9M 5.27%
247,318
+89,422
3
$26M 4.9%
892,000
+833,748
4
$24M 4.53%
1,003,676
+344,596
5
$19.9M 3.75%
549,742
+439,389
6
$19.2M 3.62%
204,520
+190,382
7
$15.9M 3.01%
601,710
+564,809
8
$13M 2.44%
123,620
+37,979
9
$11.4M 2.14%
54,214
+26,705
10
$10.8M 2.04%
94,640
+30,588
11
$9.94M 1.88%
304,704
+245,226
12
$9.85M 1.86%
189,731
+63,845
13
$9.48M 1.79%
+77,221
14
$8.2M 1.55%
64,803
+27,487
15
$7.83M 1.48%
78,016
+13,347
16
$6.9M 1.3%
+123,645
17
$6.89M 1.3%
+80,789
18
$6.87M 1.3%
+134,235
19
$6.64M 1.25%
+54,705
20
$6.15M 1.16%
62,874
+29,425
21
$6.1M 1.15%
72,311
-44,613
22
$5.4M 1.02%
49,096
+13,506
23
$5.32M 1%
47,231
+16,816
24
$5.11M 0.96%
152,933
+77,686
25
$4.9M 0.92%
+53,848