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
651
$654K 0.01%
18,104
+573
652
$653K 0.01%
4,486
+1,324
653
$648K 0.01%
25,434
-4,800
654
$648K 0.01%
18,615
+2,767
655
$644K 0.01%
7,167
+131
656
$643K 0.01%
668
-103
657
$641K 0.01%
6,891
-491
658
$638K 0.01%
4,139
+812
659
$637K 0.01%
6,136
+956
660
$637K 0.01%
6,658
+1,134
661
$633K 0.01%
13,625
+5,268
662
$633K 0.01%
9,243
-6,518
663
$632K 0.01%
10,719
+1,129
664
$631K 0.01%
12,608
-3,701
665
$629K 0.01%
18,764
+6,844
666
$629K 0.01%
12,778
+1,718
667
$627K 0.01%
7,559
+1,995
668
$627K 0.01%
17,072
-348
669
$626K 0.01%
6,862
-499
670
$626K 0.01%
+25,219
671
$623K 0.01%
24,248
-285
672
$621K 0.01%
14,044
+3,848
673
$620K 0.01%
2,502
+29
674
$619K 0.01%
13,711
+5,567
675
$618K 0.01%
14,417
-478
25 26
27
28 29