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
526
$978K 0.02%
16,800
+2,650
527
$966K 0.02%
7,675
+41
528
$960K 0.02%
44,249
-11,512
529
$959K 0.02%
13,060
530
$958K 0.01%
24,060
+5,203
531
$956K 0.01%
32,836
+12,489
532
$956K 0.01%
263
+2
533
$955K 0.01%
5,521
+385
534
$948K 0.01%
18,923
+5
535
$942K 0.01%
23,027
+12,388
536
$938K 0.01%
25,424
+164
537
$930K 0.01%
17,801
+4,492
538
$928K 0.01%
4,503
+435
539
$923K 0.01%
4,669
-1,201
540
$921K 0.01%
3,109
+755
541
$920K 0.01%
7,057
+32
542
$916K 0.01%
15,642
-12,287
543
$916K 0.01%
35,308
+19,798
544
$912K 0.01%
3,131
+20
545
$910K 0.01%
7,121
+48
546
$909K 0.01%
4,768
+1,309
547
$909K 0.01%
15,764
+1,460
548
$909K 0.01%
+10,411
549
$904K 0.01%
13,138
+3,086
550
$898K 0.01%
4,385
+550
20 21
22
23 24