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
251
$2.96M 0.05%
25,053
-20,431
252
$2.95M 0.05%
4,541
+137
253
$2.91M 0.05%
99,767
+1,073
254
$2.9M 0.05%
54,333
+16,678
255
$2.88M 0.05%
70,226
+8,346
256
$2.88M 0.04%
81,609
-3,056
257
$2.87M 0.04%
14,514
+873
258
$2.85M 0.04%
7,850
-132
259
$2.83M 0.04%
11,128
+169
260
$2.81M 0.04%
+105,506
261
$2.79M 0.04%
40,036
+15,586
262
$2.78M 0.04%
66,072
-1,063
263
$2.74M 0.04%
90,671
+28,626
264
$2.74M 0.04%
17,583
+259
265
$2.73M 0.04%
3,587
+214
266
$2.73M 0.04%
45,958
+1,916
267
$2.72M 0.04%
108,032
+12,821
268
$2.71M 0.04%
46,786
+2,620
269
$2.7M 0.04%
13,171
-468
270
$2.69M 0.04%
26,750
+16,436
271
$2.68M 0.04%
61,838
+1,846
272
$2.67M 0.04%
95,706
+47,910
273
$2.66M 0.04%
10,639
-70
274
$2.66M 0.04%
18,702
+8,534
275
$2.66M 0.04%
5,066
-111
9 10
11
12 13