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
$1.28B
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$3.8M
3
+$1.75M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.7M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.53M

Top Sells

1
+$20.8M
2
+$15.3M
3
+$6.54M
4
BND icon
Vanguard Total Bond Market
BND
+$5.48M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.08M

Sector Composition

1 Consumer Staples 2.02%
2 Healthcare 1.21%
3 Technology 1.2%
4 Industrials 0.98%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.09%
9,179
+573
77
$1.17M 0.09%
9,329
+842
78
$1.16M 0.09%
14,539
-21,797
79
$1.15M 0.09%
4,853
+331
80
$1.09M 0.09%
14,008
+595
81
$1.07M 0.08%
10,331
-13,227
82
$1.07M 0.08%
15,045
-826
83
$1.07M 0.08%
22,719
-7,804
84
$1.01M 0.08%
80,414
+4,938
85
$993K 0.08%
9,393
+1,450
86
$961K 0.08%
19,886
+4,014
87
$959K 0.07%
18,830
+12,997
88
$933K 0.07%
10,606
+408
89
$921K 0.07%
35,841
+20,991
90
$911K 0.07%
9,168
+1,624
91
$905K 0.07%
7,049
+2,684
92
$818K 0.06%
20,594
+168
93
$783K 0.06%
30,075
-550
94
$782K 0.06%
15,302
+4,396
95
$781K 0.06%
9,004
-2,837
96
$771K 0.06%
6,054
+1,199
97
$766K 0.06%
11,698
+1,120
98
$738K 0.06%
7,656
+382
99
$733K 0.06%
30,208
-2,200
100
$733K 0.06%
12,596
-1,112
2 3
4
5 6