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
801
$441K 0.01%
14,059
+693
802
$440K 0.01%
20,311
+6,032
803
$440K 0.01%
+16,050
804
$434K 0.01%
27,947
805
$434K 0.01%
+10,399
806
$431K 0.01%
11,057
+95
807
$430K 0.01%
8,072
-319
808
$427K 0.01%
682
+16
809
$427K 0.01%
4,400
+5
810
$427K 0.01%
4,644
-301
811
$426K 0.01%
18,754
-61
812
$426K 0.01%
+2,684
813
$424K 0.01%
3,977
+1,270
814
$424K 0.01%
6,745
-188
815
$423K 0.01%
12,930
+51
816
$419K 0.01%
2,292
+473
817
$419K 0.01%
5,131
-3,245
818
$419K 0.01%
4,222
-185
819
$418K 0.01%
8,891
+3,692
820
$418K 0.01%
14,900
+3
821
$418K 0.01%
4,482
-1,012
822
$416K 0.01%
+21,445
823
$416K 0.01%
14,089
-756
824
$416K 0.01%
13,625
-3,111
825
$414K 0.01%
1,239
+42
31 32
33
34 35