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
276
$1.84M 0.07%
37,291
-27,817
277
$1.83M 0.07%
17,154
-19,680
278
$1.79M 0.07%
13,864
+1,343
279
$1.78M 0.07%
+10,104
280
$1.78M 0.07%
13,481
+2,623
281
$1.76M 0.07%
17,548
+2,129
282
$1.75M 0.07%
24,423
+407
283
$1.73M 0.07%
17,611
+3,099
284
$1.71M 0.07%
89,936
-2,016
285
$1.71M 0.07%
29,269
+16,307
286
$1.7M 0.07%
+35,981
287
$1.69M 0.06%
22,557
+475
288
$1.66M 0.06%
32,146
+6,918
289
$1.66M 0.06%
31,240
+1,554
290
$1.64M 0.06%
24,465
+2,457
291
$1.64M 0.06%
71,531
+1,880
292
$1.61M 0.06%
32,941
-1,625
293
$1.6M 0.06%
32,402
+2,567
294
$1.59M 0.06%
23,035
+5,226
295
$1.59M 0.06%
66,289
+24,377
296
$1.58M 0.06%
11,617
+1,050
297
$1.56M 0.06%
19,085
+5,946
298
$1.54M 0.06%
35,988
-189
299
$1.54M 0.06%
+12,114
300
$1.53M 0.06%
48,036
+23,378
10 11
12
13 14