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
51
$23.1M 0.36%
115,243
+2,240
52
$21.7M 0.34%
667,808
+154,437
53
$19.5M 0.3%
167,721
-378
54
$19.4M 0.3%
179,872
+21,511
55
$19.2M 0.3%
76,654
-8,371
56
$18.7M 0.29%
169,430
+8,933
57
$18.4M 0.29%
102,892
+1,082
58
$18.1M 0.28%
297,613
-4,197
59
$17.9M 0.28%
628,034
+12,184
60
$17.7M 0.28%
24,199
+1,480
61
$17.1M 0.27%
141,271
-6,716
62
$16.9M 0.26%
34,790
+2,504
63
$16.7M 0.26%
193,566
-3,484
64
$16.5M 0.26%
462,707
-8,609
65
$16.4M 0.26%
609,561
+4,077
66
$15.6M 0.24%
455,538
+55,256
67
$15.4M 0.24%
665,496
+309,868
68
$15.2M 0.24%
83,505
+3,191
69
$15M 0.23%
71,474
+4,793
70
$14.7M 0.23%
543,425
+120,438
71
$14.6M 0.23%
92,649
+9,663
72
$14.5M 0.23%
52,103
+2,952
73
$14M 0.22%
105,821
+10,177
74
$13.9M 0.22%
618,333
+103,991
75
$13.3M 0.21%
17,080
+1,789
1 2
3
4 5