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
551
$246K 0.01%
+6,760
552
$245K 0.01%
+651
553
$244K 0.01%
1,592
+2
554
$242K 0.01%
4,147
-478
555
$239K 0.01%
5,949
+807
556
$238K 0.01%
+5,910
557
$235K 0.01%
+6,723
558
$235K 0.01%
+6,047
559
$235K 0.01%
+4,723
560
$235K 0.01%
1,654
-287
561
$234K 0.01%
+7,887
562
$234K 0.01%
+2,113
563
$233K 0.01%
3,068
-2,012
564
$233K 0.01%
4,037
-716
565
$233K 0.01%
9,718
-1,058
566
$230K 0.01%
4,520
+1
567
$230K 0.01%
8,410
-350
568
$230K 0.01%
+8,687
569
$229K 0.01%
+3,160
570
$229K 0.01%
+9,704
571
$229K 0.01%
14,023
-1,200
572
$228K 0.01%
+7,833
573
$228K 0.01%
+2,648
574
$228K 0.01%
+11,252
575
$226K 0.01%
13,500
-15,250
21 22
23
24 25