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
326
$1.3M 0.05%
+11,828
327
$1.29M 0.05%
12,067
+138
328
$1.24M 0.05%
54,481
+2,115
329
$1.24M 0.05%
69,276
+648
330
$1.24M 0.05%
30,340
+12
331
$1.23M 0.05%
+14,705
332
$1.22M 0.05%
26,268
333
$1.21M 0.05%
11,455
-5,187
334
$1.2M 0.05%
+24,466
335
$1.2M 0.05%
19,796
-5,032
336
$1.19M 0.05%
25,434
-2,227
337
$1.18M 0.05%
62,186
+11,620
338
$1.18M 0.05%
+12,771
339
$1.18M 0.05%
19,557
+3,048
340
$1.18M 0.05%
+22,269
341
$1.17M 0.05%
14,997
-3,591
342
$1.16M 0.04%
20,119
+6,714
343
$1.15M 0.04%
54,751
+7,873
344
$1.14M 0.04%
14,259
+1,289
345
$1.14M 0.04%
13,457
+712
346
$1.13M 0.04%
82,191
+10,439
347
$1.12M 0.04%
13,213
-11,211
348
$1.12M 0.04%
52,753
+24,268
349
$1.11M 0.04%
11,707
-24,641
350
$1.1M 0.04%
+16,984
12 13
14
15 16