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
301
$881K 0.05%
14,653
+752
302
$861K 0.05%
16,070
+33
303
$861K 0.05%
+11,450
304
$861K 0.05%
+32,590
305
$856K 0.05%
19,091
+5,453
306
$851K 0.05%
153,850
307
$848K 0.05%
+41,984
308
$844K 0.05%
29,262
+17,864
309
$843K 0.05%
+10,240
310
$834K 0.04%
14,280
-44
311
$832K 0.04%
+23,198
312
$808K 0.04%
+20,370
313
$800K 0.04%
13,286
+1,738
314
$793K 0.04%
15,061
+63
315
$789K 0.04%
19,240
-1,238
316
$787K 0.04%
20,212
+67
317
$769K 0.04%
+36,966
318
$751K 0.04%
11,267
+574
319
$716K 0.04%
+26,572
320
$711K 0.04%
+12,158
321
$709K 0.04%
13,166
+1,454
322
$709K 0.04%
+20,200
323
$698K 0.04%
47,516
+6,629
324
$698K 0.04%
46,019
+30,461
325
$694K 0.04%
31,215
+364
11 12
13
14 15