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
376
$872K 0.03%
17,727
-6,351
377
$871K 0.03%
15,082
+182
378
$871K 0.03%
21,748
+10,775
379
$854K 0.03%
10,024
-324
380
$854K 0.03%
11,970
+1,116
381
$852K 0.03%
+35,663
382
$848K 0.03%
11,207
+926
383
$847K 0.03%
16,629
+3,477
384
$841K 0.03%
+14,346
385
$839K 0.03%
+31,689
386
$837K 0.03%
+15,151
387
$835K 0.03%
22,202
+132
388
$827K 0.03%
33,127
+4,233
389
$816K 0.03%
27,639
-4,475
390
$813K 0.03%
+21,484
391
$809K 0.03%
+16,132
392
$805K 0.03%
82,880
-3,730
393
$794K 0.03%
25,920
-15,280
394
$789K 0.03%
10,456
+355
395
$788K 0.03%
+34,009
396
$785K 0.03%
14,983
+4,134
397
$775K 0.03%
16,109
+54
398
$763K 0.03%
16,753
-3,955
399
$748K 0.03%
+11,954
400
$744K 0.03%
+31,262
14 15
16
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