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
726
$530K 0.01%
5,085
-31
727
$530K 0.01%
52,986
+199
728
$530K 0.01%
24,674
+1,378
729
$529K 0.01%
20,023
+212
730
$523K 0.01%
59,911
-3,401
731
$523K 0.01%
4,826
-23
732
$523K 0.01%
7,372
+1,200
733
$521K 0.01%
1,976
+713
734
$521K 0.01%
3,324
+402
735
$521K 0.01%
57,226
736
$519K 0.01%
+4,519
737
$517K 0.01%
3,305
+44
738
$516K 0.01%
12,525
739
$515K 0.01%
42,280
-6,907
740
$514K 0.01%
17,131
+5,730
741
$514K 0.01%
14,894
+20
742
$512K 0.01%
3,891
+108
743
$512K 0.01%
17,514
744
$510K 0.01%
4,536
+573
745
$510K 0.01%
1,069
+61
746
$508K 0.01%
6,689
+2,747
747
$503K 0.01%
8,913
+6
748
$500K 0.01%
6,645
+1,335
749
$500K 0.01%
738
+91
750
$499K 0.01%
1,830
-37
28 29
30
31 32