LNC

Lincoln National Corp Portfolio holdings

AUM $3.51B
1-Year Est. Return 9.46%
This Quarter Est. Return
1 Year Est. Return
+9.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.8M
3
+$9.38M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$9.13M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$8.48M

Top Sells

1
+$10.4M
2
+$5.15M
3
+$2.52M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.49M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.15M

Sector Composition

1 Technology 3.25%
2 Financials 2.01%
3 Industrials 1.64%
4 Consumer Staples 1.63%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$696K 0.02%
6,102
-5
327
$695K 0.02%
17,624
+1,928
328
$686K 0.02%
10,687
+1,676
329
$685K 0.02%
26,717
+323
330
$683K 0.02%
10,570
+21
331
$681K 0.02%
4,040
-392
332
$681K 0.02%
13,696
+6,057
333
$679K 0.02%
46,294
+40
334
$677K 0.02%
11,266
+1,822
335
$675K 0.02%
5,056
+1,487
336
$671K 0.02%
16,992
337
$670K 0.02%
48,073
+880
338
$665K 0.02%
17,482
+272
339
$657K 0.02%
11,271
-71
340
$642K 0.02%
5,314
+549
341
$639K 0.02%
3,744
+246
342
$635K 0.02%
+7,582
343
$635K 0.02%
16,076
+1,164
344
$634K 0.02%
19,472
+544
345
$631K 0.02%
15,872
+1,707
346
$627K 0.02%
9,961
-50
347
$625K 0.02%
6,043
+1
348
$621K 0.02%
12,254
+182
349
$616K 0.02%
5,694
+1,139
350
$614K 0.02%
299
+157
12 13
14
15 16