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
176
$1.64M 0.05%
10,077
+2,737
177
$1.63M 0.05%
276,800
+38,960
178
$1.61M 0.05%
36,588
+1,002
179
$1.58M 0.05%
14,926
+1,827
180
$1.56M 0.05%
19,385
+1,980
181
$1.56M 0.05%
6,785
+103
182
$1.55M 0.05%
106,053
+11,128
183
$1.55M 0.05%
50,935
+2,914
184
$1.54M 0.05%
47,311
+8,776
185
$1.53M 0.05%
19,737
+6,525
186
$1.53M 0.05%
23,831
+538
187
$1.5M 0.05%
13,441
+1,183
188
$1.49M 0.05%
131,641
+1,524
189
$1.49M 0.05%
45,896
+36,240
190
$1.48M 0.05%
57,410
+140
191
$1.48M 0.05%
7,587
+4,989
192
$1.48M 0.05%
25,310
+5,126
193
$1.47M 0.05%
4,991
-933
194
$1.46M 0.05%
9,075
+3,724
195
$1.46M 0.05%
6,943
+1,249
196
$1.46M 0.05%
27,595
+1,132
197
$1.46M 0.05%
44,824
+6,422
198
$1.45M 0.05%
16,669
+744
199
$1.45M 0.05%
11,308
+1,345
200
$1.43M 0.05%
5,027
+19
6 7
8
9 10