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
451
$470K 0.02%
+10,255
452
$452K 0.02%
38,273
+11,832
453
$449K 0.02%
+15,302
454
$441K 0.02%
+54,483
455
$435K 0.02%
41,185
+1,791
456
$434K 0.02%
11,035
+250
457
$421K 0.02%
+36,840
458
$419K 0.02%
+62,936
459
$418K 0.02%
+13,534
460
$414K 0.02%
12,089
+620
461
$395K 0.02%
10,385
-380
462
$394K 0.02%
85,806
+39,312
463
$392K 0.02%
+23,922
464
$392K 0.02%
+10,774
465
$379K 0.01%
15,413
-104
466
$378K 0.01%
+12,003
467
$372K 0.01%
18,745
+3,286
468
$363K 0.01%
19,967
+7,801
469
$358K 0.01%
16,964
-173,820
470
$355K 0.01%
+6,292
471
$350K 0.01%
28,992
+8,492
472
$344K 0.01%
+33,477
473
$336K 0.01%
15,788
-7,926
474
$327K 0.01%
+14,881
475
$320K 0.01%
15,176
-5,868
17 18
19
20 21