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
$1.87B
AUM Growth
+$665M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$29M
3
+$20.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.5M
5
ARKK icon
ARK Innovation ETF
ARKK
+$15.6M

Top Sells

1
+$6.68M
2
+$6.16M
3
+$5.96M
4
NIO icon
NIO
NIO
+$5.78M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$5.16M

Sector Composition

1 Technology 9.67%
2 Consumer Discretionary 7.31%
3 Communication Services 2.83%
4 Financials 2.4%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.7M 0.09%
28,852
-1,635
227
$1.69M 0.09%
19,263
+5,238
228
$1.69M 0.09%
53,030
+3,429
229
$1.69M 0.09%
34,200
-104,772
230
$1.66M 0.09%
49,309
-10,336
231
$1.62M 0.09%
21,570
+139
232
$1.61M 0.09%
298,305
+2,979
233
$1.61M 0.09%
+48,994
234
$1.61M 0.09%
+20,874
235
$1.61M 0.09%
65,345
+28,656
236
$1.6M 0.09%
48,431
+15,544
237
$1.6M 0.09%
23,395
+6,353
238
$1.6M 0.09%
39,292
+23,462
239
$1.57M 0.08%
45,187
+1,689
240
$1.56M 0.08%
25,572
+1,126
241
$1.55M 0.08%
34,901
-2,575
242
$1.54M 0.08%
+14,248
243
$1.53M 0.08%
75,820
-93,311
244
$1.48M 0.08%
22,883
+1,206
245
$1.48M 0.08%
+15,204
246
$1.47M 0.08%
25,260
+1,001
247
$1.47M 0.08%
+20,155
248
$1.43M 0.08%
38,049
+7,982
249
$1.41M 0.08%
25,999
+15,174
250
$1.4M 0.07%
23,333
-5,552
8 9
10
11 12