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
476
$1.15M 0.02%
12,843
+7,301
477
$1.15M 0.02%
44,706
+1,126
478
$1.14M 0.02%
3,886
+54
479
$1.14M 0.02%
43,880
+8,230
480
$1.14M 0.02%
40,642
-1,379
481
$1.14M 0.02%
41,855
+1,100
482
$1.13M 0.02%
41,803
+943
483
$1.12M 0.02%
15,973
-923
484
$1.11M 0.02%
9,436
+1,377
485
$1.11M 0.02%
11,161
-1,629
486
$1.11M 0.02%
9,447
+531
487
$1.11M 0.02%
16,865
-3,050
488
$1.11M 0.02%
41,839
+19,321
489
$1.11M 0.02%
6,968
-1,505
490
$1.09M 0.02%
8,802
+1,265
491
$1.09M 0.02%
19,935
+2,165
492
$1.09M 0.02%
2,608
+548
493
$1.09M 0.02%
22,764
+2,141
494
$1.08M 0.02%
1,312
+100
495
$1.08M 0.02%
43,037
+32,848
496
$1.08M 0.02%
15,277
+1,102
497
$1.08M 0.02%
1,111
+136
498
$1.08M 0.02%
24,762
+6,721
499
$1.08M 0.02%
10,482
-1,212
500
$1.07M 0.02%
47,142
-3,175
18 19
20
21 22