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
701
$567K 0.01%
4,262
-85
702
$565K 0.01%
15,337
-6,290
703
$564K 0.01%
20,897
+12,709
704
$564K 0.01%
2,327
+118
705
$563K 0.01%
6,352
+1,326
706
$561K 0.01%
11,060
+1,789
707
$558K 0.01%
11,246
+4
708
$558K 0.01%
16,735
709
$556K 0.01%
6,460
+1,048
710
$555K 0.01%
5,703
+178
711
$552K 0.01%
+11,136
712
$550K 0.01%
30,209
+390
713
$550K 0.01%
13,950
-2,152
714
$549K 0.01%
14,077
+4,588
715
$546K 0.01%
7,019
-183
716
$544K 0.01%
+11,442
717
$543K 0.01%
9,164
+2,948
718
$542K 0.01%
+17,786
719
$537K 0.01%
3,359
+1,095
720
$535K 0.01%
45,113
-500
721
$535K 0.01%
12,335
-1,125
722
$535K 0.01%
13,403
723
$531K 0.01%
6,466
+993
724
$531K 0.01%
351
+86
725
$531K 0.01%
6,789
+1,878
27 28
29
30 31