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
126
$3.69M 0.2%
374,353
+4,114
127
$3.68M 0.2%
41,998
+1,932
128
$3.66M 0.2%
67,146
+300
129
$3.65M 0.19%
18,322
+5,857
130
$3.63M 0.19%
16,922
+2,576
131
$3.59M 0.19%
114,368
+80,212
132
$3.56M 0.19%
63,350
+7,254
133
$3.53M 0.19%
+78,299
134
$3.52M 0.19%
+48,769
135
$3.48M 0.19%
20,668
+509
136
$3.44M 0.18%
116,865
-122,646
137
$3.43M 0.18%
72,056
-14,716
138
$3.4M 0.18%
28,257
-2,370
139
$3.38M 0.18%
38,217
+6,380
140
$3.38M 0.18%
+31,008
141
$3.34M 0.18%
53,788
+12,509
142
$3.29M 0.18%
14,795
+2,126
143
$3.29M 0.18%
32,550
+20,349
144
$3.25M 0.17%
45,463
+7,153
145
$3.24M 0.17%
89,358
+47,242
146
$3.23M 0.17%
41,443
+7,448
147
$3.16M 0.17%
36,702
+13,572
148
$3.15M 0.17%
68,408
+29,574
149
$3.11M 0.17%
59,398
+5,326
150
$3.09M 0.17%
+50,084
4 5
6
7 8