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
151
$3.05M 0.16%
20,541
+7,870
152
$3.01M 0.16%
36,246
+4,422
153
$3M 0.16%
+20,534
154
$3M 0.16%
+35,322
155
$3M 0.16%
+132,200
156
$2.86M 0.15%
68,176
+46,425
157
$2.84M 0.15%
101,921
+4,495
158
$2.83M 0.15%
27,719
+745
159
$2.8M 0.15%
110,301
+32,935
160
$2.77M 0.15%
130,631
+22,494
161
$2.75M 0.15%
50,170
+34,941
162
$2.7M 0.14%
23,662
+2,580
163
$2.67M 0.14%
46,615
-3,344
164
$2.66M 0.14%
+22,984
165
$2.65M 0.14%
14,991
+2,266
166
$2.63M 0.14%
31,703
+168
167
$2.58M 0.14%
24,111
+1,518
168
$2.56M 0.14%
41,570
-12,845
169
$2.56M 0.14%
41,428
+26,966
170
$2.56M 0.14%
17,501
+4,778
171
$2.47M 0.13%
+14,197
172
$2.45M 0.13%
17,342
+3,120
173
$2.43M 0.13%
59,017
+23,545
174
$2.43M 0.13%
10,806
-1,156
175
$2.4M 0.13%
110,439
+57,413
5 6
7
8 9