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
26
$13.2M 0.7%
37,222
+5,536
27
$12.9M 0.69%
268,706
+28,567
28
$12.8M 0.68%
236,294
+3,342
29
$11.9M 0.64%
+136,592
30
$11.7M 0.62%
74,268
+21,476
31
$10.1M 0.54%
37,073
+4,501
32
$10.1M 0.54%
110,249
+8,909
33
$9.96M 0.53%
61,933
+42,452
34
$9.86M 0.53%
42,524
-9,603
35
$9.86M 0.53%
28,680
+2,805
36
$9.34M 0.5%
51,563
+4,690
37
$9.18M 0.49%
41,043
+4,127
38
$9.06M 0.48%
294,170
+191,630
39
$8.91M 0.48%
176,639
+100,565
40
$8.82M 0.47%
40,336
-1,263
41
$8.62M 0.46%
66,258
+52,233
42
$8.47M 0.45%
98,115
+21,782
43
$8.43M 0.45%
+61,673
44
$8.43M 0.45%
254,884
+74,563
45
$8.42M 0.45%
39,330
+17,053
46
$8.41M 0.45%
22,333
+5,634
47
$8.4M 0.45%
39,596
-16,351
48
$8.37M 0.45%
60,637
+37,634
49
$8.12M 0.43%
621,600
+55,800
50
$7.76M 0.41%
14,349
+1,243
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