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
376
$1.68M 0.03%
8,321
+60
377
$1.68M 0.03%
+49,346
378
$1.67M 0.03%
13,590
+2,270
379
$1.66M 0.03%
64,777
+2,465
380
$1.63M 0.03%
20,216
-8,914
381
$1.62M 0.03%
36,860
-15,879
382
$1.61M 0.03%
11,142
+70
383
$1.61M 0.03%
12,292
+1,954
384
$1.6M 0.03%
+137,700
385
$1.6M 0.03%
13,902
-5,561
386
$1.58M 0.02%
2,850
+17
387
$1.58M 0.02%
16,883
+2,593
388
$1.58M 0.02%
8,599
+5,418
389
$1.58M 0.02%
6,388
+2,042
390
$1.57M 0.02%
16,170
+1,180
391
$1.57M 0.02%
4,886
+750
392
$1.57M 0.02%
11,512
+3,040
393
$1.56M 0.02%
6,535
+794
394
$1.55M 0.02%
36,517
+11,604
395
$1.54M 0.02%
17,044
+1,434
396
$1.52M 0.02%
66,237
+28,110
397
$1.52M 0.02%
19,885
+3,025
398
$1.51M 0.02%
65,660
+1,368
399
$1.5M 0.02%
14,910
+4,385
400
$1.49M 0.02%
9,005
+4,158
14 15
16
17 18