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
276
$1.09M 0.06%
17,708
+1,251
277
$1.08M 0.06%
23,266
+5,183
278
$1.07M 0.06%
57,954
+6,670
279
$1.05M 0.06%
47,863
+31,101
280
$1.03M 0.06%
12,837
-2,614
281
$1.03M 0.06%
14,399
-1,651
282
$1.02M 0.05%
+24,330
283
$1.02M 0.05%
33,958
+16,882
284
$1.02M 0.05%
+14,061
285
$1.01M 0.05%
+11,686
286
$986K 0.05%
46,433
+1,963
287
$985K 0.05%
+11,897
288
$966K 0.05%
+13,752
289
$942K 0.05%
22,335
+2,925
290
$941K 0.05%
+11,300
291
$939K 0.05%
18,976
+1,730
292
$930K 0.05%
17,800
+200
293
$915K 0.05%
+11,987
294
$915K 0.05%
+10,773
295
$912K 0.05%
+19,996
296
$908K 0.05%
12,425
+607
297
$908K 0.05%
30,846
+12,346
298
$899K 0.05%
45,312
+8,598
299
$897K 0.05%
+16,655
300
$889K 0.05%
+14,296