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
476
$318K 0.01%
40,234
+18,854
477
$317K 0.01%
16,287
-2,059
478
$312K 0.01%
+27,569
479
$312K 0.01%
+18,000
480
$303K 0.01%
12,162
+1,555
481
$301K 0.01%
11,683
-1,364
482
$301K 0.01%
+17,086
483
$293K 0.01%
12,299
-6,249
484
$290K 0.01%
+35,045
485
$286K 0.01%
10,307
-2,013
486
$285K 0.01%
64,800
+18,000
487
$282K 0.01%
+13,788
488
$275K 0.01%
+10,623
489
$273K 0.01%
11,072
-956
490
$273K 0.01%
17,786
+100
491
$272K 0.01%
12,477
+2,092
492
$269K 0.01%
+20,064
493
$268K 0.01%
13,104
+14
494
$263K 0.01%
18,479
-8,922
495
$262K 0.01%
19,986
+2,057
496
$248K 0.01%
10,475
497
$247K 0.01%
+13,950
498
$241K 0.01%
+43,425
499
$235K 0.01%
11,184
500
$228K 0.01%
+10,210
18 19
20
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