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
576
$833K 0.01%
25,272
-366
577
$823K 0.01%
1,935
+340
578
$822K 0.01%
33,573
+5,221
579
$822K 0.01%
3,746
+210
580
$814K 0.01%
18,676
+4,878
581
$814K 0.01%
2,712
+1
582
$806K 0.01%
9,924
+2,378
583
$805K 0.01%
+11,163
584
$804K 0.01%
24,894
+4,804
585
$802K 0.01%
14,410
586
$796K 0.01%
5,365
-106
587
$795K 0.01%
15,180
+9,959
588
$795K 0.01%
4,657
-341
589
$794K 0.01%
13,698
+6,666
590
$793K 0.01%
2,004
-110
591
$785K 0.01%
+38,287
592
$777K 0.01%
17,153
+4,093
593
$775K 0.01%
21,358
+196
594
$773K 0.01%
13,469
+7,779
595
$773K 0.01%
16,518
+8,995
596
$773K 0.01%
30,855
-13,380
597
$770K 0.01%
7,659
-2,902
598
$768K 0.01%
+7,600
599
$765K 0.01%
3,933
+83
600
$765K 0.01%
8,673
+999
22 23
24
25 26