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
376
$544K 0.02%
4,250
+276
377
$542K 0.02%
32,519
+1,266
378
$541K 0.02%
5,472
+881
379
$540K 0.02%
10,603
+127
380
$540K 0.02%
25,015
+732
381
$539K 0.02%
15,029
382
$536K 0.02%
4,401
+21
383
$535K 0.02%
16,704
-4,271
384
$534K 0.02%
5,996
+1,493
385
$531K 0.02%
58,358
+2,445
386
$529K 0.02%
7,856
+1,264
387
$529K 0.02%
1,876
+1
388
$527K 0.02%
10,486
+3,355
389
$519K 0.02%
+3,358
390
$519K 0.02%
2,625
+1,004
391
$510K 0.02%
4,894
+82
392
$509K 0.02%
14,626
+1,000
393
$507K 0.02%
23,764
+3,739
394
$504K 0.02%
14,424
-2,146
395
$501K 0.02%
46,999
-81
396
$496K 0.02%
9,509
+1,637
397
$491K 0.02%
13,682
+100
398
$488K 0.02%
23,061
+365
399
$487K 0.02%
+4,031
400
$484K 0.02%
3,557
+144
14 15
16
17 18