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
1026
$261K ﹤0.01%
3,880
-304
1027
$260K ﹤0.01%
+8,462
1028
$259K ﹤0.01%
3,003
+98
1029
$259K ﹤0.01%
609
+118
1030
$258K ﹤0.01%
+2,972
1031
$258K ﹤0.01%
+4,526
1032
$257K ﹤0.01%
7,824
1033
$256K ﹤0.01%
3,998
+176
1034
$256K ﹤0.01%
+5,308
1035
$255K ﹤0.01%
1,557
+130
1036
$255K ﹤0.01%
+486
1037
$254K ﹤0.01%
54,058
-40,701
1038
$252K ﹤0.01%
+3,804
1039
$251K ﹤0.01%
10,562
-1,646
1040
$251K ﹤0.01%
+35,000
1041
$251K ﹤0.01%
6,797
-1,023
1042
$249K ﹤0.01%
1,157
-55
1043
$249K ﹤0.01%
+2,597
1044
$247K ﹤0.01%
6,575
+69
1045
$247K ﹤0.01%
+1,915
1046
$247K ﹤0.01%
34,569
+201
1047
$245K ﹤0.01%
+7,626
1048
$245K ﹤0.01%
2,217
-2,112
1049
$245K ﹤0.01%
+20,660
1050
$245K ﹤0.01%
9,083
+194
40 41
42
43 44