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
476
$336K 0.01%
9,175
-1,469
477
$336K 0.01%
4,289
-353
478
$331K 0.01%
3,491
+159
479
$321K 0.01%
5,822
-288
480
$320K 0.01%
+1,191
481
$319K 0.01%
+3,112
482
$318K 0.01%
4,937
+796
483
$318K 0.01%
+1,905
484
$317K 0.01%
3,633
-487
485
$317K 0.01%
9,856
-303
486
$316K 0.01%
7,447
-2,804
487
$315K 0.01%
3,155
+337
488
$314K 0.01%
9,901
+44
489
$313K 0.01%
21,050
+3,500
490
$312K 0.01%
1,244
+11
491
$310K 0.01%
+11,592
492
$308K 0.01%
2,785
-1,203
493
$306K 0.01%
+10,576
494
$305K 0.01%
7,060
495
$303K 0.01%
2,123
496
$302K 0.01%
8,350
-79
497
$302K 0.01%
+2,017
498
$299K 0.01%
+3,910
499
$299K 0.01%
12,600
-422
500
$294K 0.01%
5,793
+35
18 19
20
21 22