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
351
$1.09M 0.04%
+11,925
352
$1.08M 0.04%
13,863
+2,429
353
$1.08M 0.04%
38,575
-5,788
354
$1.07M 0.04%
+45,021
355
$1.07M 0.04%
14,429
+3,355
356
$1.05M 0.04%
13,128
-5,867
357
$1.05M 0.04%
49,641
+3,912
358
$1.02M 0.04%
16,941
+2,250
359
$1.01M 0.04%
24,183
+3,097
360
$1M 0.04%
19,214
-10,095
361
$956K 0.04%
+12,930
362
$947K 0.04%
+33,194
363
$940K 0.04%
+89,481
364
$935K 0.04%
40,070
-500
365
$929K 0.04%
98,802
+64,529
366
$926K 0.04%
38,972
-1,488
367
$911K 0.04%
32,165
-8,716
368
$905K 0.03%
42,531
+20,854
369
$904K 0.03%
11,971
-2,956
370
$897K 0.03%
10,431
-1,067
371
$886K 0.03%
12,237
+1,618
372
$879K 0.03%
19,716
+1,643
373
$874K 0.03%
+31,419
374
$872K 0.03%
21,945
+3,142
375
$872K 0.03%
+18,350
13 14
15
16 17