LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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
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
26
$20.4M 0.66%
129,664
+20,093
27
$19.3M 0.62%
1,356,291
+1,208,775
28
$18.2M 0.59%
133,281
-18,258
29
$18M 0.58%
274,459
+6,261
30
$16.4M 0.53%
277,474
+15,215
31
$15.8M 0.51%
74,370
+6,775
32
$15.8M 0.51%
310,264
+45,486
33
$15.6M 0.5%
378,385
+19,855
34
$14.9M 0.48%
146,744
+12,968
35
$14.8M 0.48%
74,403
+3,164
36
$14.1M 0.45%
188,641
+1,812
37
$14.1M 0.45%
152,140
+20,760
38
$13.7M 0.44%
127,805
+1,692
39
$13.6M 0.44%
138,442
-18,268
40
$13.3M 0.43%
158,070
+4,676
41
$12.9M 0.42%
77,841
+36,343
42
$12.4M 0.4%
294,302
+24,139
43
$12.2M 0.4%
31,428
-155
44
$11.9M 0.38%
40,223
+17,573
45
$10.6M 0.34%
528,764
+453,948
46
$10.5M 0.34%
46,373
+1,151
47
$9.76M 0.32%
140,487
+6,726
48
$9.45M 0.31%
326,840
+290,706
49
$9.43M 0.3%
100,611
+969
50
$8.62M 0.28%
76,687
+17,816
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