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
326
$2M 0.03%
3,866
+141
327
$2M 0.03%
25,887
-27,436
328
$2M 0.03%
50,873
-364
329
$2M 0.03%
15,922
-55
330
$1.99M 0.03%
38,591
+8,395
331
$1.99M 0.03%
7,350
+1,247
332
$1.99M 0.03%
8,630
-45
333
$1.98M 0.03%
22,978
+445
334
$1.98M 0.03%
50,883
+2,397
335
$1.97M 0.03%
46,986
-8,861
336
$1.97M 0.03%
53,220
+1,214
337
$1.96M 0.03%
40,844
+3,266
338
$1.94M 0.03%
28,737
+417
339
$1.94M 0.03%
41,290
+1,247
340
$1.94M 0.03%
54,813
+35,458
341
$1.94M 0.03%
9,089
-111
342
$1.93M 0.03%
25,139
-335
343
$1.92M 0.03%
29,300
-453
344
$1.91M 0.03%
31,591
+4,396
345
$1.91M 0.03%
5,710
+102
346
$1.9M 0.03%
49,696
+27
347
$1.87M 0.03%
83,239
+15,400
348
$1.87M 0.03%
48,534
+20,177
349
$1.86M 0.03%
30,785
+25
350
$1.85M 0.03%
58,020
-908
12 13
14
15 16