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
301
$2.32M 0.04%
113,820
-100,100
302
$2.28M 0.04%
725
+46
303
$2.27M 0.04%
54,471
+42,632
304
$2.27M 0.04%
64,462
+868
305
$2.26M 0.04%
23,365
+1,972
306
$2.25M 0.04%
24,352
+2,971
307
$2.25M 0.04%
55,391
308
$2.24M 0.03%
57,400
-4,546
309
$2.23M 0.03%
39,476
+2,716
310
$2.21M 0.03%
16,375
+4,623
311
$2.2M 0.03%
+37,558
312
$2.19M 0.03%
7,020
+106
313
$2.17M 0.03%
54,192
-7,557
314
$2.14M 0.03%
22,835
+720
315
$2.13M 0.03%
2,554
+393
316
$2.13M 0.03%
39,569
+3,654
317
$2.12M 0.03%
36,040
+895
318
$2.12M 0.03%
12,519
+426
319
$2.05M 0.03%
25,714
-199
320
$2.05M 0.03%
18,581
+281
321
$2.03M 0.03%
33,838
+4,690
322
$2.03M 0.03%
27,694
+4,653
323
$2.02M 0.03%
18,763
-5,882
324
$2.01M 0.03%
2,880
+367
325
$2M 0.03%
25,897
11 12
13
14 15