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
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
426
$602K 0.02%
25,504
+6,879
427
$601K 0.02%
12,716
+1,600
428
$600K 0.02%
53,614
-19
429
$577K 0.02%
+10,971
430
$572K 0.02%
+15,505
431
$555K 0.02%
14,075
+1,816
432
$555K 0.02%
2,235
+677
433
$542K 0.02%
+26,487
434
$541K 0.02%
+12,448
435
$541K 0.02%
23,660
-2,542
436
$540K 0.02%
+26,880
437
$534K 0.02%
+17,067
438
$530K 0.02%
+13,629
439
$516K 0.02%
+14,439
440
$510K 0.02%
57,950
+3,300
441
$507K 0.02%
24,900
442
$498K 0.02%
+10,127
443
$497K 0.02%
33,486
+5,471
444
$493K 0.02%
+26,952
445
$489K 0.02%
26,476
-17,874
446
$488K 0.02%
13,457
+873
447
$487K 0.02%
+18,580
448
$486K 0.02%
13,272
-11,634
449
$477K 0.02%
21,118
+5,795
450
$471K 0.02%
35,892
+8,652
16 17
18
19 20