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
176
$3.14M 0.12%
61,581
+22,701
177
$3.12M 0.12%
45,415
+5,819
178
$3.11M 0.12%
66,105
+2,711
179
$3.1M 0.12%
64,465
+18,709
180
$3.08M 0.12%
10,176
+60
181
$3.05M 0.12%
100,567
+89,448
182
$3.04M 0.12%
272,523
+149,037
183
$3.02M 0.12%
36,711
+5,834
184
$2.97M 0.11%
105,373
+91,817
185
$2.96M 0.11%
165,938
+45,643
186
$2.91M 0.11%
19,558
+412
187
$2.9M 0.11%
12,334
-359
188
$2.88M 0.11%
86,837
+2,544
189
$2.85M 0.11%
57,443
+13,255
190
$2.84M 0.11%
28,766
+2,546
191
$2.84M 0.11%
43,953
+29,096
192
$2.83M 0.11%
54,043
+756
193
$2.82M 0.11%
107,403
+24,438
194
$2.8M 0.11%
21,657
+6,611
195
$2.79M 0.11%
17,942
+3,080
196
$2.79M 0.11%
40,296
-2,545
197
$2.74M 0.11%
60,976
+33,867
198
$2.73M 0.1%
32,568
+668
199
$2.71M 0.1%
87,122
+3,616
200
$2.69M 0.1%
141,491
+9,131
6 7
8
9 10