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
201
$1.98M 0.11%
+12,303
202
$1.97M 0.11%
+46,997
203
$1.96M 0.1%
+10,024
204
$1.95M 0.1%
31,490
+4,348
205
$1.95M 0.1%
+16,752
206
$1.94M 0.1%
+125,000
207
$1.94M 0.1%
47,829
+912
208
$1.92M 0.1%
+10,797
209
$1.92M 0.1%
111,709
-8,997
210
$1.92M 0.1%
20,934
-128
211
$1.91M 0.1%
17,473
+401
212
$1.91M 0.1%
15,896
+195
213
$1.87M 0.1%
27,002
+9,973
214
$1.85M 0.1%
36,835
+3,963
215
$1.84M 0.1%
29,324
-22,389
216
$1.82M 0.1%
80,235
+3,729
217
$1.82M 0.1%
29,475
+5,894
218
$1.79M 0.1%
12,730
+154
219
$1.78M 0.1%
17,057
-461
220
$1.77M 0.09%
48,026
-6,579
221
$1.77M 0.09%
+10,048
222
$1.75M 0.09%
13,633
-72
223
$1.74M 0.09%
48,238
+27,171
224
$1.73M 0.09%
34,415
-1,618
225
$1.71M 0.09%
12,186
-2,000
7 8
9
10 11