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
851
$385K 0.01%
+13,442
852
$385K 0.01%
3,098
+301
853
$384K 0.01%
3,785
+713
854
$381K 0.01%
+3,415
855
$381K 0.01%
5,586
+2,039
856
$380K 0.01%
7,992
857
$380K 0.01%
1,739
+411
858
$379K 0.01%
9,808
+72
859
$378K 0.01%
5,660
+223
860
$376K 0.01%
1,522
-2,179
861
$376K 0.01%
3,227
+214
862
$375K 0.01%
24,653
+2,338
863
$372K 0.01%
5,707
+235
864
$372K 0.01%
4,090
-802
865
$372K 0.01%
10,933
866
$371K 0.01%
15,086
+3,120
867
$370K 0.01%
5,358
-2,459
868
$367K 0.01%
7,749
+32
869
$366K 0.01%
10,877
+3,767
870
$365K 0.01%
+14,639
871
$365K 0.01%
7,090
872
$364K 0.01%
5,757
873
$363K 0.01%
273
+3
874
$362K 0.01%
6,777
+477
875
$362K 0.01%
5,625
+45
33 34
35
36 37