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
$1.18B
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.9M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.93M
5
AMD icon
Advanced Micro Devices
AMD
+$5.88M

Top Sells

1
+$27.4M
2
+$10.5M
3
+$10.3M
4
TSLA icon
Tesla
TSLA
+$8.09M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.29M

Sector Composition

1 Technology 7.81%
2 Consumer Discretionary 5.99%
3 Communication Services 3.63%
4 Financials 3.61%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.6M 3.34%
1,202,003
+141,126
2
$39M 3.3%
819,164
-71,544
3
$39M 3.29%
1,375,435
+348,496
4
$37.6M 3.18%
639,307
+52,657
5
$36.4M 3.08%
402,260
-113,800
6
$31.5M 2.66%
110,418
-2,348
7
$29.2M 2.47%
102,199
+24,247
8
$22M 1.86%
383,296
+33,300
9
$19.8M 1.67%
158,652
-45,880
10
$19.7M 1.67%
129,282
-31,396
11
$18.2M 1.54%
506,088
+125,993
12
$17M 1.44%
218,409
+38,434
13
$15.1M 1.28%
+480,355
14
$14.6M 1.23%
122,547
-3,501
15
$14.1M 1.19%
370,235
-11,115
16
$13.8M 1.17%
323,099
+279,103
17
$13.1M 1.11%
120,753
+54
18
$12.4M 1.05%
257,799
-7,071
19
$12M 1.02%
630,060
-423,135
20
$11.8M 1%
448,821
+223,115
21
$10.3M 0.87%
50,335
+789
22
$9.92M 0.84%
134,610
-58,030
23
$9.86M 0.83%
294,762
+55,015
24
$9.7M 0.82%
223,164
-242,156
25
$9.08M 0.77%
72,711
-2,610
1
2 3 4 5