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
$1.12B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Sells

1 +$12.2M
2 +$9.39M
3 +$6.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.4M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$6.4M

Sector Composition

1 Consumer Discretionary 7.46%
2 Technology 6.63%
3 Financials 3.93%
4 Communication Services 3.58%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.74M 0.69%
32,879
+131
27
$7.63M 0.68%
+22,892
28
$7.61M 0.68%
62,935
+5,680
29
$7.58M 0.68%
+286,465
30
$7.5M 0.67%
130,312
+925
31
$7.47M 0.67%
+74,874
32
$7.42M 0.66%
+53,175
33
$7.32M 0.65%
+221,769
34
$7.29M 0.65%
+148,281
35
$7.13M 0.63%
310,000
+166,629
36
$7.03M 0.63%
+54,436
37
$6.98M 0.62%
+56,511
38
$6.85M 0.61%
+68,435
39
$6.82M 0.61%
47,854
-3,956
40
$6.74M 0.6%
91,108
+4,980
41
$6.57M 0.59%
159,740
-14,240
42
$6.45M 0.57%
39,283
-98
43
$6.11M 0.54%
43,040
-4,149
44
$5.84M 0.52%
63,562
-441
45
$5.78M 0.51%
84,263
+877
46
$5.41M 0.48%
63,660
+22,540
47
$5.33M 0.48%
+131,529
48
$5.28M 0.47%
+115,523
49
$5.27M 0.47%
204,730
-1,897
50
$5.12M 0.46%
105,658
-8,480