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
251
$2.06M 0.08%
52,469
+15,331
252
$2.05M 0.08%
44,216
+2,616
253
$2.04M 0.08%
35,175
+2,206
254
$2.04M 0.08%
23,544
+2,126
255
$2.04M 0.08%
+16,499
256
$2.01M 0.08%
16,424
-1,288
257
$2M 0.08%
23,663
-99
258
$2M 0.08%
37,926
+11,319
259
$1.99M 0.08%
+28,262
260
$1.99M 0.08%
60,474
-16,594
261
$1.98M 0.08%
36,155
+4,081
262
$1.95M 0.07%
16,920
+462
263
$1.94M 0.07%
50,487
+10,507
264
$1.94M 0.07%
70,031
-37,141
265
$1.94M 0.07%
23,563
-6,231
266
$1.92M 0.07%
40,898
+3,650
267
$1.91M 0.07%
55,174
+26,654
268
$1.9M 0.07%
28,124
+698
269
$1.9M 0.07%
40,385
+7,087
270
$1.89M 0.07%
37,326
+20,878
271
$1.88M 0.07%
23,767
+538
272
$1.88M 0.07%
49,465
+2,690
273
$1.86M 0.07%
20,363
-2,439
274
$1.86M 0.07%
20,611
-2,222
275
$1.84M 0.07%
25,509
+577
9 10
11
12 13