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
76
$5.82M 0.31%
86,269
+73,983
77
$5.8M 0.31%
54,792
+66
78
$5.75M 0.31%
+115,618
79
$5.75M 0.31%
202,961
-7,614
80
$5.7M 0.3%
+113,875
81
$5.66M 0.3%
260,520
+17,169
82
$5.63M 0.3%
24,046
+8,265
83
$5.61M 0.3%
122,030
+32,700
84
$5.59M 0.3%
138,381
-5,263
85
$5.56M 0.3%
95,388
-9,804
86
$5.52M 0.29%
28,336
+1,344
87
$5.33M 0.29%
109,436
-118,572
88
$5.31M 0.28%
+10,626
89
$5.25M 0.28%
22,551
-70
90
$5.14M 0.27%
220,458
+85,363
91
$5.02M 0.27%
+49,789
92
$4.91M 0.26%
36,905
+5,771
93
$4.89M 0.26%
57,889
+4,782
94
$4.81M 0.26%
87,781
+19,804
95
$4.8M 0.26%
121,987
+8,571
96
$4.78M 0.26%
175,587
+57,166
97
$4.65M 0.25%
39,378
+22,092
98
$4.62M 0.25%
62,917
+4,526
99
$4.59M 0.25%
299,344
+867
100
$4.56M 0.24%
22,064
+4,197
2 3
4
5 6