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
751
$499K 0.01%
16,191
-198
752
$498K 0.01%
12,965
-170
753
$497K 0.01%
+24,646
754
$492K 0.01%
2,311
+162
755
$492K 0.01%
10,587
+3,106
756
$491K 0.01%
1,636
+22
757
$490K 0.01%
13,531
+3,932
758
$488K 0.01%
10,562
-9,167
759
$487K 0.01%
19,245
+3,633
760
$485K 0.01%
7,436
+1,966
761
$484K 0.01%
3,253
+429
762
$481K 0.01%
9,421
-1,761
763
$480K 0.01%
6,226
-1,681
764
$479K 0.01%
16,569
-1,468
765
$479K 0.01%
+7,647
766
$478K 0.01%
293
+16
767
$477K 0.01%
852
-43
768
$477K 0.01%
39,999
-345
769
$477K 0.01%
2,324
-306
770
$474K 0.01%
1,214
-293
771
$472K 0.01%
9,643
772
$469K 0.01%
11,479
+763
773
$469K 0.01%
4,629
-600
774
$469K 0.01%
9,788
+1,214
775
$469K 0.01%
+19,289
29 30
31
32 33