LNC

Lincoln National Corp Portfolio holdings

AUM $3.51B
1-Year Est. Return 9.46%
This Quarter Est. Return
1 Year Est. Return
+9.46%
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
1001
$278K ﹤0.01%
+1,237
1002
$278K ﹤0.01%
+2,018
1003
$278K ﹤0.01%
+847
1004
$276K ﹤0.01%
7,698
+1,019
1005
$276K ﹤0.01%
4,292
+515
1006
$276K ﹤0.01%
9,260
+617
1007
$276K ﹤0.01%
10,061
+690
1008
$275K ﹤0.01%
1,767
+5
1009
$275K ﹤0.01%
+5,412
1010
$274K ﹤0.01%
4,387
-472
1011
$273K ﹤0.01%
14,486
+1,380
1012
$272K ﹤0.01%
7,300
+665
1013
$270K ﹤0.01%
5,952
-252
1014
$270K ﹤0.01%
12,855
-53
1015
$270K ﹤0.01%
3,289
+589
1016
$269K ﹤0.01%
1,631
+134
1017
$268K ﹤0.01%
4,209
-774
1018
$268K ﹤0.01%
15,740
-4,224
1019
$267K ﹤0.01%
1,821
+243
1020
$267K ﹤0.01%
2,245
-160
1021
$266K ﹤0.01%
+11,525
1022
$265K ﹤0.01%
5,209
+48
1023
$265K ﹤0.01%
10,477
-274
1024
$262K ﹤0.01%
5,434
-2,555
1025
$262K ﹤0.01%
+997
39 40
41
42 43