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
951
$305K ﹤0.01%
+8,869
952
$303K ﹤0.01%
5,318
+260
953
$303K ﹤0.01%
6,995
+536
954
$302K ﹤0.01%
727
+57
955
$301K ﹤0.01%
1,988
+15
956
$300K ﹤0.01%
5,927
-18,876
957
$300K ﹤0.01%
2,061
+385
958
$300K ﹤0.01%
+10,106
959
$299K ﹤0.01%
+12,116
960
$299K ﹤0.01%
11,423
-5,950
961
$298K ﹤0.01%
7,010
-4,688
962
$298K ﹤0.01%
1,557
-22
963
$298K ﹤0.01%
3,340
964
$298K ﹤0.01%
14,031
+7
965
$297K ﹤0.01%
7,105
+178
966
$296K ﹤0.01%
5,583
+1,259
967
$296K ﹤0.01%
2,389
+2
968
$296K ﹤0.01%
+2,246
969
$295K ﹤0.01%
+6,450
970
$293K ﹤0.01%
2,464
-3
971
$292K ﹤0.01%
8,023
-3,000
972
$292K ﹤0.01%
10,287
-1,450
973
$291K ﹤0.01%
3,866
-114
974
$291K ﹤0.01%
3,952
+563
975
$290K ﹤0.01%
+11,260
37 38
39
40 41