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
976
$290K ﹤0.01%
25,234
+19
977
$290K ﹤0.01%
1,288
+188
978
$290K ﹤0.01%
2,828
+430
979
$289K ﹤0.01%
+11,615
980
$289K ﹤0.01%
506
+32
981
$289K ﹤0.01%
+4,233
982
$288K ﹤0.01%
12,437
+3,722
983
$288K ﹤0.01%
1,050
+184
984
$288K ﹤0.01%
3,882
-159
985
$288K ﹤0.01%
4,705
-1,321
986
$287K ﹤0.01%
1,519
+170
987
$287K ﹤0.01%
8,331
+93
988
$287K ﹤0.01%
7,620
989
$286K ﹤0.01%
6,063
-269
990
$285K ﹤0.01%
+2,499
991
$284K ﹤0.01%
7,928
+1,424
992
$284K ﹤0.01%
6,265
-4,080
993
$284K ﹤0.01%
23,518
994
$283K ﹤0.01%
1,470
+566
995
$283K ﹤0.01%
6,600
-637
996
$280K ﹤0.01%
2,437
+7
997
$280K ﹤0.01%
+2,264
998
$279K ﹤0.01%
16,265
-50
999
$279K ﹤0.01%
16,916
-8,646
1000
$279K ﹤0.01%
8,642
+210
38 39
40
41 42