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
76
$3.8M 0.34%
+76,254
77
$3.69M 0.33%
+55,769
78
$3.57M 0.32%
26,985
-1,924
79
$3.54M 0.31%
81,611
-581
80
$3.5M 0.31%
23,134
+1,701
81
$3.39M 0.3%
392,872
-202,576
82
$3.37M 0.3%
205,038
-96,135
83
$3.36M 0.3%
32,236
-116,816
84
$3.35M 0.3%
29,544
+4,398
85
$3.3M 0.29%
16,512
+715
86
$3.28M 0.29%
+26,922
87
$3.27M 0.29%
+83,027
88
$3.23M 0.29%
+83,235
89
$3.21M 0.29%
45,058
-660
90
$3.19M 0.28%
54,562
+19,806
91
$3.14M 0.28%
+66,513
92
$3.06M 0.27%
15,800
+3,896
93
$2.96M 0.26%
56,092
-68,755
94
$2.94M 0.26%
14,086
+3,912
95
$2.89M 0.26%
40,239
-1,131
96
$2.82M 0.25%
59,791
+6,612
97
$2.81M 0.25%
52,979
-39,758
98
$2.8M 0.25%
+23,033
99
$2.76M 0.25%
+82,362
100
$2.7M 0.24%
188,696
+36,744