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
901
$338K 0.01%
13,730
+2,364
902
$338K 0.01%
2,688
-80
903
$338K 0.01%
7,600
-500
904
$338K 0.01%
6,886
-219
905
$338K 0.01%
5,885
-71
906
$336K 0.01%
331
+55
907
$336K 0.01%
+8,571
908
$336K 0.01%
778
+50
909
$336K 0.01%
676
+86
910
$332K 0.01%
13,364
-2,757
911
$331K 0.01%
1,987
+25
912
$331K 0.01%
15,733
-1,706
913
$330K 0.01%
3,199
+20
914
$329K 0.01%
5,746
+457
915
$328K 0.01%
4,510
+1
916
$327K 0.01%
12,862
+1,329
917
$327K 0.01%
6,129
+1,491
918
$327K 0.01%
6,082
+783
919
$327K 0.01%
5,800
-165
920
$327K 0.01%
6,919
-1,254
921
$327K 0.01%
4,402
+96
922
$326K 0.01%
10,305
-210
923
$326K 0.01%
4,097
+933
924
$326K 0.01%
2,288
-6,805
925
$326K 0.01%
+3,438
35 36
37
38 39