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
401
$219K 0.01%
11,974
-552
402
$208K 0.01%
+13,786
403
$208K 0.01%
+11,848
404
$204K 0.01%
+2,080
405
$200K 0.01%
+2,786
406
– –
-8,685
407
– –
-31,393
408
– –
-12,712
409
– –
-16,143
410
– –
-263,481
411
– –
-74,111
412
– –
-16,790
413
– –
-10,762
414
– –
-22,608
415
– –
-20,000
416
– –
-10,471
417
– –
-19,871
418
– –
-10,787
419
– –
-20,755
420
– –
-60,516
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