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
451
$1.24M 0.02%
18,049
+710
452
$1.24M 0.02%
9,016
+783
453
$1.24M 0.02%
13,035
+1,957
454
$1.23M 0.02%
17,976
+2,911
455
$1.23M 0.02%
33,663
-146
456
$1.23M 0.02%
21,448
+1,842
457
$1.23M 0.02%
11,590
+434
458
$1.22M 0.02%
14,392
+7,874
459
$1.22M 0.02%
11,974
+3,214
460
$1.21M 0.02%
+120,975
461
$1.21M 0.02%
20,358
+5,494
462
$1.2M 0.02%
46,327
+1,498
463
$1.2M 0.02%
39,127
-1,574
464
$1.19M 0.02%
38,871
+3,638
465
$1.19M 0.02%
9,645
-2,276
466
$1.19M 0.02%
2,210
+245
467
$1.19M 0.02%
30,023
+712
468
$1.18M 0.02%
33,236
-5,903
469
$1.18M 0.02%
47,069
-9,043
470
$1.18M 0.02%
39,637
-14,365
471
$1.18M 0.02%
25,982
+4,861
472
$1.18M 0.02%
46,459
+31,224
473
$1.18M 0.02%
28,930
+6
474
$1.16M 0.02%
8,850
+1,211
475
$1.15M 0.02%
48,417
-4,598
17 18
19
20 21