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
151
$3.94M 0.15%
+62,985
152
$3.93M 0.15%
50,578
+12,646
153
$3.83M 0.15%
52,024
+1,004
154
$3.83M 0.15%
106,032
+33,707
155
$3.82M 0.15%
35,835
+1,975
156
$3.82M 0.15%
37,253
+7,501
157
$3.73M 0.14%
92,852
+28,906
158
$3.68M 0.14%
44,706
+8,763
159
$3.67M 0.14%
140,504
+126,628
160
$3.6M 0.14%
21,438
+3,240
161
$3.55M 0.14%
94,207
+12,159
162
$3.52M 0.14%
198,037
+23,797
163
$3.46M 0.13%
25,796
+2,834
164
$3.42M 0.13%
61,213
+22,833
165
$3.37M 0.13%
32,841
+4,392
166
$3.36M 0.13%
71,579
+5,096
167
$3.29M 0.13%
95,342
+47,669
168
$3.25M 0.13%
68,581
-1,650
169
$3.25M 0.12%
52,466
+7,327
170
$3.22M 0.12%
55,593
-1,992
171
$3.2M 0.12%
81,468
-589
172
$3.18M 0.12%
61,812
+26,426
173
$3.16M 0.12%
56,084
-4,940
174
$3.15M 0.12%
65,630
+4,647
175
$3.15M 0.12%
32,520
+4,704
5 6
7
8 9