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
826
$414K 0.01%
9,386
+1,584
827
$413K 0.01%
7,302
+535
828
$413K 0.01%
1,563
+157
829
$412K 0.01%
4,026
+1,538
830
$410K 0.01%
24,671
+12,730
831
$409K 0.01%
757
+80
832
$408K 0.01%
5,754
-94
833
$407K 0.01%
13,556
+425
834
$407K 0.01%
3,344
-102
835
$405K 0.01%
5,354
+904
836
$405K 0.01%
5,192
+517
837
$404K 0.01%
1,605
+15
838
$400K 0.01%
15,106
-1,175
839
$397K 0.01%
4,868
+1,326
840
$395K 0.01%
11,037
-147
841
$395K 0.01%
2,523
+442
842
$395K 0.01%
4,660
+401
843
$392K 0.01%
+61,015
844
$392K 0.01%
2,951
+69
845
$388K 0.01%
2,489
+330
846
$388K 0.01%
4,941
+146
847
$387K 0.01%
1,816
+187
848
$387K 0.01%
2,793
+17
849
$387K 0.01%
11,243
-4,200
850
$387K 0.01%
+2,895
32 33
34
35 36