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
551
$898K 0.01%
15,578
552
$892K 0.01%
9,030
+42
553
$891K 0.01%
20,804
+3,448
554
$890K 0.01%
15,478
+85
555
$887K 0.01%
30,760
+5,783
556
$882K 0.01%
+4,718
557
$881K 0.01%
+7,606
558
$874K 0.01%
13,042
+2,363
559
$873K 0.01%
29,510
-3,598
560
$869K 0.01%
38,185
-8,762
561
$867K 0.01%
12,677
+93
562
$863K 0.01%
39,476
-400
563
$863K 0.01%
6,978
+633
564
$862K 0.01%
40,297
+28,551
565
$857K 0.01%
+37,737
566
$855K 0.01%
10,063
+240
567
$854K 0.01%
14,827
-153
568
$853K 0.01%
11,648
+196
569
$847K 0.01%
34,152
-13,355
570
$846K 0.01%
11,786
+4,633
571
$841K 0.01%
5,984
+793
572
$839K 0.01%
14,438
+697
573
$837K 0.01%
2,886
-61
574
$835K 0.01%
14,617
-3,010
575
$833K 0.01%
5,613
+398
21 22
23
24 25