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
776
$468K 0.01%
7,194
+566
777
$467K 0.01%
4,185
-134
778
$466K 0.01%
+20,558
779
$465K 0.01%
2,878
+253
780
$465K 0.01%
+4,225
781
$463K 0.01%
1,177
-250
782
$461K 0.01%
7,913
+3,303
783
$459K 0.01%
13,380
+114
784
$458K 0.01%
10,580
+3,431
785
$457K 0.01%
+17,920
786
$456K 0.01%
1,046
+179
787
$451K 0.01%
2,274
+100
788
$450K 0.01%
+20,931
789
$450K 0.01%
1,338
-314
790
$449K 0.01%
14,197
+1,043
791
$449K 0.01%
3,017
+420
792
$447K 0.01%
8,899
-3,830
793
$446K 0.01%
+8,826
794
$446K 0.01%
1,086
+70
795
$443K 0.01%
14,662
-21
796
$443K 0.01%
18,159
+2,679
797
$443K 0.01%
9,112
+3,550
798
$443K 0.01%
31,743
+4,629
799
$442K 0.01%
16,860
+4,668
800
$442K 0.01%
1,515
+31
30 31
32
33 34