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
$1.39B
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.01M
3
+$4.95M
4
AMD icon
Advanced Micro Devices
AMD
+$4.42M
5
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$4.41M

Top Sells

1
+$16.4M
2
+$12.6M
3
+$11.1M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$8.9M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.85M

Sector Composition

1 Technology 9.66%
2 Consumer Discretionary 6.1%
3 Financials 4.1%
4 Communication Services 3.55%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.5M 3.71%
697,860
-150,736
2
$40.5M 2.92%
617,741
-192,513
3
$40.4M 2.91%
436,280
+53,440
4
$36.6M 2.64%
1,046,436
+125,979
5
$36.5M 2.63%
112,441
+2,655
6
$35.7M 2.57%
1,215,064
+28,738
7
$35.1M 2.53%
766,056
+96,440
8
$31.4M 2.26%
911,267
+7,945
9
$28.5M 2.05%
441,003
+25,520
10
$27.1M 1.95%
126,361
-2,885
11
$22.2M 1.6%
68,731
-3,937
12
$20.8M 1.5%
131,260
-2,346
13
$18.7M 1.35%
478,764
-21,835
14
$17.4M 1.26%
624,570
+369,660
15
$16.7M 1.2%
94,561
+4,477
16
$15.9M 1.14%
385,540
-12,365
17
$15.5M 1.12%
94,784
+9,757
18
$15.3M 1.1%
127,927
+4,785
19
$15.2M 1.1%
121,772
+7,692
20
$14.9M 1.08%
109,280
+2,818
21
$12M 0.87%
151,126
+7,673
22
$11.4M 0.82%
226,652
-68,695
23
$11.2M 0.81%
59,443
-391
24
$11.2M 0.8%
230,448
-1,832
25
$11.1M 0.8%
115,379
+8,125
1
2 3 4 5