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
26
$18.4M 0.71%
613,844
+53,749
27
$18.2M 0.7%
63,385
+21,486
28
$17.9M 0.69%
64,508
+21,510
29
$17.8M 0.68%
108,567
+27,454
30
$16.8M 0.64%
45,963
+35,827
31
$16.6M 0.64%
162,753
+30,653
32
$16.6M 0.64%
478,836
+215,953
33
$16.5M 0.63%
111,434
+27,587
34
$16.4M 0.63%
184,970
+30,347
35
$16.1M 0.62%
38,818
+3,966
36
$15.7M 0.6%
237,682
-61,100
37
$15M 0.58%
134,004
+49,212
38
$14.5M 0.56%
24,996
+2,942
39
$13.9M 0.53%
39,354
+7,321
40
$13.6M 0.52%
355,056
+114,551
41
$13.5M 0.52%
98,659
+22,806
42
$13.4M 0.51%
75,752
+17,743
43
$13.3M 0.51%
359,292
+127,173
44
$13.3M 0.51%
83,941
+22,362
45
$12.9M 0.5%
50,557
+10,852
46
$12.6M 0.49%
461,174
+72,916
47
$12.3M 0.47%
115,759
+46,703
48
$12.3M 0.47%
223,747
+14,509
49
$12.3M 0.47%
228,030
+118,600
50
$12.1M 0.47%
190,976
+103,608
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