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
$1.12B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Sells

1 +$12.2M
2 +$9.39M
3 +$6.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.4M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$6.4M

Sector Composition

1 Consumer Discretionary 7.46%
2 Technology 6.63%
3 Financials 3.93%
4 Communication Services 3.58%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.43M 0.13%
23,912
+546
177
$1.43M 0.13%
+27,795
178
$1.43M 0.13%
+18,091
179
$1.42M 0.13%
+32,024
180
$1.4M 0.12%
31,914
-2,534
181
$1.38M 0.12%
20,215
+1,150
182
$1.36M 0.12%
27,782
+13,414
183
$1.35M 0.12%
+35,721
184
$1.35M 0.12%
24,936
+1,732
185
$1.34M 0.12%
54,059
-21,769
186
$1.33M 0.12%
39,875
+2,038
187
$1.33M 0.12%
18,422
-565
188
$1.31M 0.12%
32,449
-29,097
189
$1.31M 0.12%
18,424
-3,325
190
$1.31M 0.12%
+27,406
191
$1.31M 0.12%
+26,564
192
$1.3M 0.12%
46,123
+17,630
193
$1.3M 0.12%
+26,538
194
$1.29M 0.11%
+14,743
195
$1.28M 0.11%
23,869
-696
196
$1.28M 0.11%
+20,050
197
$1.27M 0.11%
+25,961
198
$1.27M 0.11%
+16,103
199
$1.27M 0.11%
27,267
+4,798
200
$1.27M 0.11%
+25,985