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
426
$1.37M 0.02%
6,644
+2,196
427
$1.37M 0.02%
51,444
+46
428
$1.36M 0.02%
16,961
-3,030
429
$1.36M 0.02%
5,371
+1,476
430
$1.35M 0.02%
45,604
+37,803
431
$1.34M 0.02%
28,758
+2,215
432
$1.33M 0.02%
52,311
-1,400
433
$1.33M 0.02%
13,959
-106
434
$1.33M 0.02%
16,690
-1,486
435
$1.33M 0.02%
34,130
-25,437
436
$1.32M 0.02%
16,502
+358
437
$1.32M 0.02%
56,870
-46,783
438
$1.32M 0.02%
6,467
-5,906
439
$1.32M 0.02%
47,431
-191,521
440
$1.31M 0.02%
49,771
+4,178
441
$1.3M 0.02%
9,362
+5,566
442
$1.28M 0.02%
96,594
-2,203
443
$1.28M 0.02%
20,790
+825
444
$1.28M 0.02%
46,497
+6,338
445
$1.26M 0.02%
21,289
-7,042
446
$1.26M 0.02%
36,767
+5,600
447
$1.26M 0.02%
52,643
-55,117
448
$1.26M 0.02%
17,625
+13,185
449
$1.26M 0.02%
5,559
+1,647
450
$1.24M 0.02%
24,479
+1,189
16 17
18
19 20