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
401
$1.49M 0.02%
82,918
+1,899
402
$1.48M 0.02%
41,013
-2,386
403
$1.47M 0.02%
14,525
+2,151
404
$1.47M 0.02%
31,273
+2,249
405
$1.46M 0.02%
+24,163
406
$1.45M 0.02%
51,329
+43,070
407
$1.45M 0.02%
3,312
+724
408
$1.45M 0.02%
31,095
+5,516
409
$1.43M 0.02%
28,589
+7,037
410
$1.43M 0.02%
54,888
+20,874
411
$1.43M 0.02%
38,042
+716
412
$1.42M 0.02%
36,150
+3,685
413
$1.41M 0.02%
51,992
-5,386
414
$1.41M 0.02%
16,102
+1,841
415
$1.41M 0.02%
+38,572
416
$1.4M 0.02%
22,209
+7,896
417
$1.4M 0.02%
19,323
+1,099
418
$1.4M 0.02%
+99,354
419
$1.4M 0.02%
8,653
+2,353
420
$1.39M 0.02%
56,804
+14,316
421
$1.39M 0.02%
30,725
+3,745
422
$1.39M 0.02%
10,722
+74
423
$1.38M 0.02%
28,850
-3,783
424
$1.38M 0.02%
15,556
+1,259
425
$1.38M 0.02%
18,353
+842
15 16
17
18 19