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
401
$704K 0.03%
+27,648
402
$703K 0.03%
13,778
+1,666
403
$699K 0.03%
14,192
-1,480
404
$698K 0.03%
19,296
+2,331
405
$698K 0.03%
17,052
+1,286
406
$696K 0.03%
+28,575
407
$692K 0.03%
+69,270
408
$691K 0.03%
15,741
+2,207
409
$686K 0.03%
20,761
+6,494
410
$671K 0.03%
17,757
+574
411
$670K 0.03%
49,535
+729
412
$657K 0.03%
18,020
+699
413
$645K 0.02%
+16,395
414
$642K 0.02%
15,092
+1,582
415
$637K 0.02%
16,848
-2,019
416
$634K 0.02%
21,413
+4,205
417
$633K 0.02%
21,463
-2,221
418
$633K 0.02%
53,189
+951
419
$625K 0.02%
28,920
-33,022
420
$618K 0.02%
22,446
-3,756
421
$616K 0.02%
14,304
-224
422
$614K 0.02%
16,431
+4,564
423
$614K 0.02%
+12,550
424
$605K 0.02%
+11,042
425
$605K 0.02%
12,200
+1,302
15 16
17
18 19