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
$2.6B
AUM Growth
+$468M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$27.9M
3
+$24M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$23.2M
5
AAPL icon
Apple
AAPL
+$22.6M

Top Sells

1
+$7.92M
2
+$7.23M
3
+$5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.94M
5
KOR
Corvus Gold Inc. Common Shares
KOR
+$4.72M

Sector Composition

1 Technology 11.37%
2 Consumer Discretionary 5.21%
3 Financials 3.7%
4 Healthcare 2.26%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.36M 0.09%
26,749
+2,888
227
$2.34M 0.09%
24,076
+9,705
228
$2.33M 0.09%
52,602
+2,068
229
$2.33M 0.09%
+17,905
230
$2.32M 0.09%
15,223
-6,259
231
$2.32M 0.09%
+11,458
232
$2.32M 0.09%
250,762
-21,919
233
$2.31M 0.09%
62,620
+4,150
234
$2.31M 0.09%
30,481
-1,684
235
$2.28M 0.09%
18,599
-12,750
236
$2.27M 0.09%
22,702
+9,777
237
$2.26M 0.09%
23,844
+3,925
238
$2.25M 0.09%
47,033
-3,892
239
$2.23M 0.09%
106,206
+49,882
240
$2.22M 0.09%
11,325
+354
241
$2.16M 0.08%
+11,099
242
$2.16M 0.08%
25,544
+1,278
243
$2.14M 0.08%
73,507
+19,556
244
$2.13M 0.08%
36,380
+10,404
245
$2.13M 0.08%
20,709
+6,384
246
$2.12M 0.08%
85,634
-520
247
$2.11M 0.08%
30,438
+9,637
248
$2.1M 0.08%
18,919
+7,825
249
$2.09M 0.08%
17,727
+6,158
250
$2.07M 0.08%
+19,781
8 9
10
11 12