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
51
$7.76M 0.41%
55,739
+7,367
52
$7.74M 0.41%
+84,239
53
$7.63M 0.41%
129,788
+11,915
54
$7.62M 0.41%
78,586
-17,204
55
$7.58M 0.4%
199,888
+18,799
56
$7.55M 0.4%
82,482
+2,806
57
$7.35M 0.39%
46,590
+22,548
58
$7.2M 0.38%
195,554
+34,372
59
$7.16M 0.38%
188,928
+36,237
60
$7.14M 0.38%
+80,561
61
$7.12M 0.38%
80,735
+43,541
62
$7.11M 0.38%
206,834
+62,706
63
$7.07M 0.38%
230,095
-124,336
64
$7.06M 0.38%
184,920
-75,824
65
$6.74M 0.36%
135,386
+50,876
66
$6.69M 0.36%
129,926
+94,755
67
$6.67M 0.36%
21,812
+11,235
68
$6.27M 0.34%
52,735
-184
69
$6.14M 0.33%
116,970
+39,740
70
$6.07M 0.32%
+30,969
71
$6.03M 0.32%
125,394
+16,776
72
$5.96M 0.32%
258,241
+31,085
73
$5.95M 0.32%
52,439
+7,517
74
$5.92M 0.32%
106,379
+96,977
75
$5.89M 0.31%
286,257
-4,856
1 2
3
4 5