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
876
$362K 0.01%
8,152
-8,018
877
$361K 0.01%
8,978
+3,093
878
$357K 0.01%
1,095
-302
879
$355K 0.01%
7,069
+153
880
$354K 0.01%
13,032
881
$354K 0.01%
15,164
-2,568
882
$352K 0.01%
2,537
+743
883
$351K 0.01%
+14,432
884
$351K 0.01%
+5,170
885
$350K 0.01%
1,435
+177
886
$349K 0.01%
4,189
+631
887
$348K 0.01%
16,700
-965
888
$347K 0.01%
3,163
-285
889
$346K 0.01%
58,758
-143,500
890
$346K 0.01%
+1,269
891
$345K 0.01%
+12,741
892
$342K 0.01%
610
-6
893
$342K 0.01%
12,741
+1,334
894
$342K 0.01%
11,701
-1,020
895
$341K 0.01%
12,222
896
$340K 0.01%
17,246
+2,929
897
$339K 0.01%
20,741
+2,150
898
$339K 0.01%
3,830
-262
899
$339K 0.01%
5,986
-2,801
900
$338K 0.01%
12,937
-1,877
34 35
36
37 38