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
$6.41B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$24.3M
3
+$14.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.1M

Top Sells

1
+$5.32M
2
+$4.85M
3
+$4.62M
4
IJUL icon
Innovator International Developed Power Buffer ETF July
IJUL
+$4.49M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.77M

Sector Composition

1 Technology 6.16%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.98%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.33M 0.05%
8,374
+4,212
227
$3.31M 0.05%
57,530
-163
228
$3.27M 0.05%
18,462
+1,052
229
$3.26M 0.05%
23,268
+1,901
230
$3.25M 0.05%
52,237
+10,460
231
$3.24M 0.05%
184,211
+10,266
232
$3.22M 0.05%
61,463
+51,747
233
$3.21M 0.05%
99,526
+82,997
234
$3.2M 0.05%
12,088
+1,632
235
$3.2M 0.05%
+72,036
236
$3.18M 0.05%
56,551
-1,487
237
$3.17M 0.05%
17,165
+3,990
238
$3.17M 0.05%
14,083
+1,025
239
$3.16M 0.05%
23,984
+625
240
$3.12M 0.05%
23,779
-623
241
$3.09M 0.05%
8,926
+390
242
$3.04M 0.05%
81,124
+8,723
243
$3.04M 0.05%
18,791
+225
244
$3.03M 0.05%
13,320
+3
245
$3.03M 0.05%
106,214
-3,883
246
$3.02M 0.05%
36,148
-637
247
$3.01M 0.05%
63,263
+13,349
248
$3M 0.05%
99,629
+5,054
249
$3M 0.05%
23,555
+624
250
$2.96M 0.05%
34,198
+3,781
8 9
10
11 12