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
51
$12M 0.46%
433,119
-51,219
52
$11.7M 0.45%
390,693
+45,773
53
$11.7M 0.45%
51,924
+19,093
54
$11.3M 0.44%
84,355
+45,209
55
$11.1M 0.43%
145,720
+53,626
56
$10.6M 0.41%
87,474
+6,590
57
$10.3M 0.4%
480,972
+253,457
58
$10.3M 0.4%
229,394
-32,707
59
$10.2M 0.39%
56,673
+17,633
60
$10.2M 0.39%
151,511
+96,503
61
$9.91M 0.38%
258,258
+65,863
62
$9.79M 0.38%
64,073
+16,202
63
$9.7M 0.37%
163,118
-19,664
64
$9.58M 0.37%
173,762
+14,571
65
$9.57M 0.37%
146,124
+49,031
66
$9.55M 0.37%
51,321
+179
67
$9.54M 0.37%
189,847
-3,182
68
$9.48M 0.36%
262,255
+48,278
69
$9.24M 0.36%
43,243
+20,320
70
$9.19M 0.35%
+26,537
71
$9.15M 0.35%
115,775
-7,070
72
$9.15M 0.35%
71,652
+6,301
73
$8.98M 0.35%
54,139
+8,205
74
$8.82M 0.34%
172,597
+52,143
75
$8.8M 0.34%
171,534
+30,808
1 2
3
4 5