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
1051
$244K ﹤0.01%
8,512
-2,487
1052
$243K ﹤0.01%
17,815
1053
$243K ﹤0.01%
11,002
-2,259
1054
$242K ﹤0.01%
2,275
-237
1055
$242K ﹤0.01%
8,900
1056
$242K ﹤0.01%
70,437
1057
$241K ﹤0.01%
2,217
-48
1058
$241K ﹤0.01%
+4,100
1059
$241K ﹤0.01%
+2,345
1060
$240K ﹤0.01%
28,299
+10,386
1061
$240K ﹤0.01%
+920
1062
$239K ﹤0.01%
1,796
+74
1063
$239K ﹤0.01%
+12,623
1064
$239K ﹤0.01%
4,733
-201
1065
$238K ﹤0.01%
+4,977
1066
$238K ﹤0.01%
+3,477
1067
$238K ﹤0.01%
5,724
1068
$237K ﹤0.01%
+787
1069
$237K ﹤0.01%
+2,396
1070
$237K ﹤0.01%
967
+147
1071
$236K ﹤0.01%
10,941
+441
1072
$236K ﹤0.01%
3,677
+3
1073
$236K ﹤0.01%
8,787
1074
$236K ﹤0.01%
4,723
+32
1075
$235K ﹤0.01%
10,822
+87
41 42
43
44 45