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
101
$6.28M 0.24%
+125,390
102
$6.2M 0.24%
46,046
+9,768
103
$6.15M 0.24%
124,326
+57,397
104
$6.15M 0.24%
95,022
+3,576
105
$6.06M 0.23%
104,257
-7,695
106
$6.06M 0.23%
47,410
+718
107
$6.04M 0.23%
38,215
+27,478
108
$6.04M 0.23%
75,348
+13,185
109
$5.96M 0.23%
36,851
+8,339
110
$5.96M 0.23%
141,144
+74,222
111
$5.91M 0.23%
122,011
+46,287
112
$5.83M 0.22%
28,023
+2,340
113
$5.83M 0.22%
193,758
+16,317
114
$5.82M 0.22%
19,480
+3,445
115
$5.75M 0.22%
23,266
+8,562
116
$5.71M 0.22%
23,633
+7,509
117
$5.63M 0.22%
48,098
+11,547
118
$5.53M 0.21%
+10,817
119
$5.44M 0.21%
11,850
+1,454
120
$5.42M 0.21%
87,232
+15,798
121
$5.41M 0.21%
+135,398
122
$5.37M 0.21%
+63,667
123
$5.36M 0.21%
25,344
+4,740
124
$5.36M 0.21%
177,223
+82,834
125
$5.28M 0.2%
72,847
+1,316