LNC
Lincoln National Corp Portfolio holdings
AUM
$3.3B
1-Year Return
10.22%
This Quarter Return
+7.29%
1 Year Return
+10.22%
3 Year Return
+39.94%
5 Year Return
+58.44%
10 Year Return
+104.63%
AUM
$4.42B
AUM Growth
+$364M
(+9%)
Cap. Flow
+$103M
Cap. Flow
% of AUM
2.32%
Top 10 Holdings %
Top 10 Hldgs %
39.33%
Holding
997
New
127
Increased
467
Reduced
299
Closed
67
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$18.8M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$11.1M |
| 3 |
Innovator US Equity Power Buffer ETF January
PJAN
|
$10.8M |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
$8.92M |
| 5 |
SPDR Portfolio TIPS ETF
SPIP
|
$5.53M |
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$12.2M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$9.29M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$6.47M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$6.3M |
| 5 |
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
|
$4.52M |
Sector Composition
| 1 | Technology | 4.93% |
| 2 | Healthcare | 2.65% |
| 3 | Financials | 2.61% |
| 4 | Consumer Staples | 2.21% |
| 5 | Industrials | 1.85% |
