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
351
$479K 0.03%
35,019
+9,193
352
$471K 0.03%
12,976
+1,189
353
$445K 0.02%
+16,817
354
$440K 0.02%
26,041
+5
355
$425K 0.02%
17,971
-335
356
$423K 0.02%
+12,478
357
$419K 0.02%
+10,412
358
$418K 0.02%
104,600
-6,000
359
$418K 0.02%
+23,210
360
$404K 0.02%
+14,623
361
$389K 0.02%
56,175
362
$383K 0.02%
21,780
-86
363
$381K 0.02%
+26,159
364
$379K 0.02%
15,330
+250
365
$376K 0.02%
+36,712
366
$373K 0.02%
7,065
+147
367
$365K 0.02%
14,844
+2,019
368
$364K 0.02%
13,192
+1,173
369
$350K 0.02%
10,366
+1
370
$350K 0.02%
+15,638
371
$343K 0.02%
+12,280
372
$341K 0.02%
12,568
-2,204
373
$339K 0.02%
+13,497
374
$335K 0.02%
+12,335
375
$324K 0.02%
+10,330
13 14
15
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