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
326
$686K 0.04%
14,729
+1,713
327
$672K 0.04%
22,793
-1,057
328
$672K 0.04%
18,560
+6,839
329
$669K 0.04%
+76,107
330
$660K 0.04%
11,280
+880
331
$648K 0.03%
15,524
+5,129
332
$626K 0.03%
+15,663
333
$617K 0.03%
+12,282
334
$608K 0.03%
21,519
+9,146
335
$607K 0.03%
+20,576
336
$604K 0.03%
11,839
-764
337
$594K 0.03%
+10,149
338
$581K 0.03%
+10,731
339
$577K 0.03%
+40,244
340
$570K 0.03%
11,706
-137,253
341
$568K 0.03%
23,439
-1,173
342
$556K 0.03%
16,590
+2,700
343
$541K 0.03%
33,197
+1,038
344
$537K 0.03%
+43,059
345
$536K 0.03%
14,440
-838
346
$529K 0.03%
32,239
+4,778
347
$511K 0.03%
26,185
-22,455
348
$496K 0.03%
32,527
+12,767
349
$494K 0.03%
+14,631
350
$487K 0.03%
+14,774
12 13
14
15 16