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
101
$4.51M 0.24%
+175,474
102
$4.51M 0.24%
101,475
+16,659
103
$4.5M 0.24%
12,594
-690
104
$4.37M 0.23%
40,798
+5,458
105
$4.36M 0.23%
87,522
-1,723
106
$4.26M 0.23%
82,421
+57,558
107
$4.26M 0.23%
+180,722
108
$4.24M 0.23%
21,216
+9,458
109
$4.16M 0.22%
66,265
+4,966
110
$4.15M 0.22%
+159,482
111
$4.15M 0.22%
32,637
+2,783
112
$4.13M 0.22%
32,709
-5,757
113
$4.11M 0.22%
60,970
+25,968
114
$4.09M 0.22%
106,803
+3,839
115
$4.09M 0.22%
215,666
+3,996
116
$4.05M 0.22%
15,250
+2,431
117
$4.02M 0.21%
+26,359
118
$3.89M 0.21%
16,910
+638
119
$3.88M 0.21%
56,204
-3,541
120
$3.82M 0.2%
136,317
+7,011
121
$3.82M 0.2%
17,535
+1,377
122
$3.76M 0.2%
+93,250
123
$3.74M 0.2%
16,831
-2,356
124
$3.72M 0.2%
38,701
+1,848
125
$3.69M 0.2%
53,708
+33,245
3 4
5
6 7