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
$1.63B
AUM Growth
+$669M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$34.1M
3
+$33.4M
4
AMZN icon
Amazon
AMZN
+$32.2M
5
AAPL icon
Apple
AAPL
+$32.2M

Top Sells

1
+$3M
2
+$2.95M
3
+$2.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.15M
5
IYH icon
iShares US Healthcare ETF
IYH
+$2.08M

Sector Composition

1 Technology 10.07%
2 Consumer Discretionary 5.75%
3 Financials 4.96%
4 Communication Services 4.69%
5 Energy 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.2M 4.44%
1,720,336
+766,992
2
$65.5M 4.03%
634,895
+330,613
3
$59M 3.63%
1,611,507
+977,832
4
$57.7M 3.55%
798,000
+444,580
5
$54.2M 3.34%
1,399,028
+860,332
6
$47.2M 2.9%
294,485
+138,438
7
$44.6M 2.74%
371,483
+216,488
8
$37.4M 2.3%
1,280,880
+800,628
9
$33.4M 2.05%
125,824
+42,002
10
$28.6M 1.76%
761,705
+367,750
11
$28.3M 1.74%
589,834
+326,267
12
$27.1M 1.67%
363,350
+178,826
13
$25.8M 1.59%
497,319
+281,081
14
$24.3M 1.49%
178,325
+96,456
15
$24.1M 1.48%
263,940
+132,826
16
$23.6M 1.45%
118,535
+58,291
17
$22.7M 1.4%
76,814
+44,389
18
$22.2M 1.37%
138,979
+50,644
19
$22M 1.35%
285,353
+148,001
20
$20.9M 1.28%
182,908
+103,876
21
$20.6M 1.27%
312,403
+10,635
22
$19.1M 1.18%
438,571
+277,202
23
$19.1M 1.17%
638,825
+401,638
24
$18.9M 1.16%
236,138
-30,337
25
$16.9M 1.04%
144,336
+91,278
1
2 3 4 5