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
351
$1.83M 0.03%
43,438
-2,719
352
$1.83M 0.03%
7,173
+333
353
$1.83M 0.03%
24,165
+3,191
354
$1.82M 0.03%
71,851
+20,299
355
$1.8M 0.03%
60,967
-750
356
$1.79M 0.03%
10,270
+903
357
$1.78M 0.03%
6,586
-1,057
358
$1.77M 0.03%
32,676
+4,585
359
$1.77M 0.03%
18,708
+3,294
360
$1.77M 0.03%
12,863
+202
361
$1.76M 0.03%
19,676
+3,567
362
$1.75M 0.03%
51,987
+29,841
363
$1.75M 0.03%
6,760
-26
364
$1.75M 0.03%
32,316
+2,987
365
$1.74M 0.03%
13,847
+2,309
366
$1.74M 0.03%
43,236
-939
367
$1.74M 0.03%
6,948
+1,875
368
$1.73M 0.03%
6,447
+808
369
$1.7M 0.03%
57,605
+17,045
370
$1.7M 0.03%
18,683
-421
371
$1.69M 0.03%
3,649
+470
372
$1.69M 0.03%
92,359
+56,009
373
$1.69M 0.03%
66,246
+6,195
374
$1.69M 0.03%
44,802
+1,142
375
$1.68M 0.03%
29,078
+2,512
13 14
15
16 17