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
401
$482K 0.02%
6,782
+1
402
$477K 0.02%
11,567
+33
403
$476K 0.02%
2,304
+432
404
$475K 0.02%
+8,498
405
$473K 0.02%
+15,520
406
$472K 0.02%
6,238
+2,156
407
$471K 0.02%
9,000
+480
408
$471K 0.02%
+5,030
409
$469K 0.02%
10,840
410
$468K 0.02%
+4,921
411
$466K 0.02%
16,701
+732
412
$461K 0.01%
4,503
-123
413
$457K 0.01%
+384
414
$453K 0.01%
4,300
-39
415
$449K 0.01%
6,531
+808
416
$449K 0.01%
7,642
+1,568
417
$448K 0.01%
8,874
+4,122
418
$446K 0.01%
2,096
+318
419
$444K 0.01%
4,797
+415
420
$440K 0.01%
2,153
+820
421
$434K 0.01%
6,512
-66
422
$434K 0.01%
+11,656
423
$432K 0.01%
29,612
-3,956
424
$432K 0.01%
8,059
+1,797
425
$431K 0.01%
35,150
+16,400
15 16
17
18 19