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
State Street 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
126
$5.25M 0.2%
105,960
+6,416
127
$5.11M 0.2%
223,275
+4,207
128
$5.09M 0.2%
222,496
+37,153
129
$5.07M 0.2%
323,089
+45,216
130
$5.05M 0.19%
91,210
+26,344
131
$4.93M 0.19%
36,524
+15,953
132
$4.7M 0.18%
60,038
+23,709
133
$4.68M 0.18%
160,433
+5,641
134
$4.65M 0.18%
95,877
+30,333
135
$4.64M 0.18%
163,111
+16,225
136
$4.54M 0.17%
+28,797
137
$4.48M 0.17%
90,063
+44,146
138
$4.35M 0.17%
168,384
+46,057
139
$4.32M 0.17%
38,850
+2,596
140
$4.3M 0.17%
+85,584
141
$4.3M 0.17%
34,177
-1,045
142
$4.24M 0.16%
124,758
-6,527
143
$4.24M 0.16%
97,725
+22,208
144
$4.23M 0.16%
103,486
+18,729
145
$4.23M 0.16%
59,283
+7,135
146
$4.19M 0.16%
91,393
+11,846
147
$4.14M 0.16%
19,889
+2,630
148
$4.13M 0.16%
38,294
+197
149
$4.07M 0.16%
18,355
+5,129
150
$3.95M 0.15%
43,697
+8,984
4 5
6
7 8