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
1
$91.1M 4.87%
290,326
+92,454
2
$78.7M 4.2%
592,754
+75,084
3
$66.3M 3.54%
407,080
+32,640
4
$60.9M 3.25%
162,898
+55,649
5
$54.6M 2.92%
438,662
+125,292
6
$53.6M 2.86%
789,305
+42,810
7
$47.4M 2.53%
550,322
+517,663
8
$35.7M 1.91%
160,685
+32,775
9
$30.6M 1.64%
696,938
+267,756
10
$30.2M 1.61%
80,326
+23,997
11
$27.5M 1.47%
362,967
+9,508
12
$26.6M 1.42%
113,295
-25,356
13
$21.9M 1.17%
624,975
+237,150
14
$20.6M 1.1%
305,096
+203,299
15
$19.5M 1.04%
629,127
+260,946
16
$19.5M 1.04%
+80,808
17
$19M 1.02%
455,759
+93,710
18
$17.2M 0.92%
121,523
+40,403
19
$16.8M 0.9%
86,300
+25,455
20
$16.3M 0.87%
91,306
+10,514
21
$16M 0.86%
116,121
+93,949
22
$15.4M 0.82%
60,930
+10,471
23
$14.6M 0.78%
156,231
+80,093
24
$13.2M 0.71%
239,366
+44,267
25
$13.2M 0.7%
206,355
+43,011
1
2 3 4 5