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
176
$2.4M 0.13%
+24,806
177
$2.33M 0.12%
+46,441
178
$2.31M 0.12%
139,690
+5,757
179
$2.27M 0.12%
+20,063
180
$2.25M 0.12%
62,874
-23,575
181
$2.24M 0.12%
20,308
+4,369
182
$2.23M 0.12%
57,920
+12,535
183
$2.21M 0.12%
+73,672
184
$2.21M 0.12%
+30,658
185
$2.19M 0.12%
136,712
+46,944
186
$2.19M 0.12%
+12,048
187
$2.18M 0.12%
35,119
-2,773
188
$2.17M 0.12%
40,511
+7,869
189
$2.17M 0.12%
30,150
-11,833
190
$2.17M 0.12%
42,626
+19,211
191
$2.12M 0.11%
44,824
+13,577
192
$2.1M 0.11%
+39,296
193
$2.1M 0.11%
69,421
+10,204
194
$2.07M 0.11%
21,799
-28,088
195
$2.03M 0.11%
+28,957
196
$2.03M 0.11%
261,494
+66,519
197
$2.01M 0.11%
13,283
+656
198
$2M 0.11%
74,514
+7,969
199
$1.99M 0.11%
78,048
-1,410
200
$1.99M 0.11%
37,970
+902
6 7
8
9 10