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
51
$5.05M 0.45%
21,277
+1,689
52
$5.04M 0.45%
36,655
+3,683
53
$5M 0.45%
+183,050
54
$4.98M 0.44%
+62,775
55
$4.93M 0.44%
14,241
+1,798
56
$4.85M 0.43%
+60,460
57
$4.72M 0.42%
+60,457
58
$4.7M 0.42%
27,387
-7,813
59
$4.68M 0.42%
51,081
+8,009
60
$4.64M 0.41%
29,009
-4,879
61
$4.6M 0.41%
+134,477
62
$4.6M 0.41%
50,068
+646
63
$4.58M 0.41%
+153,420
64
$4.58M 0.41%
225,706
-462,719
65
$4.5M 0.4%
+53,838
66
$4.47M 0.4%
53,970
+9,075
67
$4.45M 0.4%
+94,004
68
$4.42M 0.39%
47,226
-1,150
69
$4.3M 0.38%
38,337
+5,430
70
$4.25M 0.38%
101,585
+55,555
71
$4.21M 0.37%
+59,649
72
$4.15M 0.37%
69,317
+40,135
73
$4.07M 0.36%
+38,234
74
$4.02M 0.36%
+28,518
75
$3.96M 0.35%
173,396
+10,241