LNC

Lincoln National Corp Portfolio holdings

AUM $3.51B
1-Year Est. Return 9.46%
This Quarter Est. Return
1 Year Est. Return
+9.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.06B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.22M
3
+$7.65M
4
SIXJ icon
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
+$5.67M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$5.56M

Top Sells

1
+$19.4M
2
+$12.5M
3
+$7.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.69M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.78M

Sector Composition

1 Technology 6.08%
2 Healthcare 2.54%
3 Financials 2.4%
4 Consumer Discretionary 1.92%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$336K 0.01%
622
-93
752
$336K 0.01%
5,539
+99
753
$335K 0.01%
+8,219
754
$334K 0.01%
1,171
-6
755
$334K 0.01%
1,925
-12
756
$330K 0.01%
1,450
+67
757
$329K 0.01%
5,737
+11
758
$329K 0.01%
1,588
+58
759
$324K 0.01%
5,247
+648
760
$323K 0.01%
10,890
+577
761
$322K 0.01%
13,213
+3,444
762
$317K 0.01%
2,445
-42
763
$316K 0.01%
+12,222
764
$316K 0.01%
18,643
-2,213
765
$315K 0.01%
2,973
-703
766
$315K 0.01%
13,256
+3,528
767
$314K 0.01%
1,460
+183
768
$314K 0.01%
5,823
-46
769
$313K 0.01%
6,745
-338
770
$312K 0.01%
385
-5
771
$310K 0.01%
2,833
+401
772
$309K 0.01%
1,826
+351
773
$309K 0.01%
7,414
774
$308K 0.01%
11,000
775
$308K 0.01%
9,447
+899
29 30
31
32 33