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
276
$2.64M 0.04%
53,213
-5,136
277
$2.59M 0.04%
19,723
+761
278
$2.56M 0.04%
7,159
+210
279
$2.55M 0.04%
90,560
-159,030
280
$2.54M 0.04%
49,455
+11,345
281
$2.51M 0.04%
36,999
+4,273
282
$2.5M 0.04%
12,139
+4,094
283
$2.5M 0.04%
12,968
-2,447
284
$2.5M 0.04%
16,823
+1,887
285
$2.49M 0.04%
17,737
+3,486
286
$2.49M 0.04%
40,250
+9,865
287
$2.48M 0.04%
8,613
-361
288
$2.47M 0.04%
77,304
+50,517
289
$2.44M 0.04%
23,232
+17,280
290
$2.43M 0.04%
77,948
-2,009
291
$2.42M 0.04%
28,592
+11,242
292
$2.41M 0.04%
5,871
-763
293
$2.39M 0.04%
12,775
+1,709
294
$2.39M 0.04%
28,923
+1,869
295
$2.38M 0.04%
9,522
+496
296
$2.37M 0.04%
36,028
-634
297
$2.37M 0.04%
40,801
+3,023
298
$2.36M 0.04%
33,398
+3,424
299
$2.35M 0.04%
13,708
+164
300
$2.33M 0.04%
42,894
+3,052
10 11
12
13 14