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
$1.33B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13M
3
+$12.3M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$10.1M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.82M

Top Sells

1
+$9.59M
2
+$6.32M
3
+$6.13M
4
TSLA icon
Tesla
TSLA
+$4.69M
5
UNH icon
UnitedHealth
UNH
+$2.84M

Sector Composition

1 Technology 7.77%
2 Consumer Discretionary 5.84%
3 Communication Services 3.95%
4 Financials 3.53%
5 Consumer Staples 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.5M 3.88%
538,120
+135,860
2
$48.3M 3.64%
782,060
+142,753
3
$41.7M 3.14%
831,916
+12,752
4
$40.4M 3.04%
1,431,483
+56,048
5
$40.3M 3.03%
1,216,140
+14,137
6
$30.6M 2.3%
103,552
+1,353
7
$27.8M 2.1%
862,112
+381,757
8
$26.8M 2.01%
+142,364
9
$23.6M 1.78%
399,771
+16,475
10
$22.9M 1.73%
77,865
-32,553
11
$19.3M 1.45%
506,653
+565
12
$18.8M 1.42%
604,655
+155,834
13
$17.4M 1.31%
128,706
+6,159
14
$15.7M 1.19%
200,949
-17,460
15
$15.3M 1.15%
425,434
+130,672
16
$14.8M 1.11%
380,380
+10,145
17
$14.2M 1.07%
89,426
-39,856
18
$14.1M 1.06%
110,636
-48,016
19
$13.9M 1.05%
289,401
+98,921
20
$13.9M 1.04%
330,378
+7,279
21
$13M 0.98%
116,740
-4,013
22
$12.3M 0.93%
251,287
-6,512
23
$10.8M 0.81%
239,988
+16,824
24
$10.6M 0.8%
49,563
-772
25
$10.5M 0.79%
139,898
+5,288
1
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