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
76
$12.6M 0.2%
32,877
+947
77
$12.5M 0.2%
493,397
+71,090
78
$12.5M 0.19%
54,590
-2,497
79
$12.4M 0.19%
93,900
+3,270
80
$12.2M 0.19%
77,322
+1,083
81
$12M 0.19%
417,849
+90,912
82
$11.6M 0.18%
66,018
+18,229
83
$11.6M 0.18%
200,490
+25,047
84
$11.3M 0.18%
68,630
+36,344
85
$10.7M 0.17%
143,837
+72,776
86
$10.2M 0.16%
348,296
+101,401
87
$10.1M 0.16%
322,800
+65,100
88
$9.92M 0.15%
217,571
+88,671
89
$9.87M 0.15%
217,746
+3,944
90
$9.69M 0.15%
166,810
+22,608
91
$9.65M 0.15%
263,664
-2,215
92
$9.38M 0.15%
264,480
-7,241
93
$9.12M 0.14%
328,692
+42,660
94
$9.11M 0.14%
52,036
+5,381
95
$8.45M 0.13%
28,055
+2,247
96
$8.36M 0.13%
324,341
+40,948
97
$8.27M 0.13%
90,448
+3,270
98
$8.18M 0.13%
16,528
+1,039
99
$8.07M 0.13%
276,493
-5,080
100
$8.06M 0.13%
110,974
+25,674
2 3
4
5 6