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
76
$8.69M 0.33%
114,471
+54,122
77
$8.68M 0.33%
117,014
+63,081
78
$8.62M 0.33%
22,850
+9,480
79
$8.55M 0.33%
110,949
+69,346
80
$8.42M 0.32%
172,211
-147,865
81
$8.07M 0.31%
202,038
+641
82
$7.82M 0.3%
87,095
+5
83
$7.82M 0.3%
314,285
+83,062
84
$7.62M 0.29%
75,185
+13,206
85
$7.59M 0.29%
31,897
+9,186
86
$7.53M 0.29%
39,532
+10,575
87
$7.53M 0.29%
69,652
-73,293
88
$7.5M 0.29%
126,092
+102,922
89
$7.46M 0.29%
156,583
+33,835
90
$7.39M 0.28%
39,067
-5,228
91
$7.22M 0.28%
34,156
+5,481
92
$7.13M 0.27%
193,846
-42,290
93
$7.06M 0.27%
65,766
-1,255
94
$7.01M 0.27%
34,128
+520
95
$7.01M 0.27%
+178,025
96
$6.95M 0.27%
138,533
+4,379
97
$6.55M 0.25%
47,807
+16,786
98
$6.48M 0.25%
136,832
+5,796
99
$6.45M 0.25%
129,336
+18,312
100
$6.34M 0.24%
76,301
+25,872