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
101
$2.69M 0.24%
+39,489
102
$2.63M 0.23%
+19,731
103
$2.61M 0.23%
+101,406
104
$2.61M 0.23%
+53,658
105
$2.58M 0.23%
54,509
+1,630
106
$2.58M 0.23%
97,858
-6,151
107
$2.56M 0.23%
251,946
+106,776
108
$2.54M 0.23%
23,803
+2,616
109
$2.53M 0.22%
+13,948
110
$2.51M 0.22%
+87,111
111
$2.49M 0.22%
+20,585
112
$2.39M 0.21%
38,990
-9,850
113
$2.38M 0.21%
+47,930
114
$2.35M 0.21%
27,533
+767
115
$2.34M 0.21%
+629,800
116
$2.34M 0.21%
49,843
-136,455
117
$2.33M 0.21%
25,754
-270
118
$2.3M 0.2%
74,570
-11,013
119
$2.28M 0.2%
136,077
+6,261
120
$2.27M 0.2%
22,782
-1,887
121
$2.27M 0.2%
107,869
+67,500
122
$2.26M 0.2%
77,219
+1,049
123
$2.21M 0.2%
+21,702
124
$2.2M 0.2%
+69,765
125
$2.15M 0.19%
+52,616