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
1076
$235K ﹤0.01%
16,815
+5,135
1077
$234K ﹤0.01%
+71,998
1078
$234K ﹤0.01%
404
+2
1079
$233K ﹤0.01%
1,142
-111
1080
$233K ﹤0.01%
2,703
-100
1081
$233K ﹤0.01%
+7,319
1082
$233K ﹤0.01%
3,905
-3,519
1083
$232K ﹤0.01%
3,217
+5
1084
$231K ﹤0.01%
4,340
+4
1085
$230K ﹤0.01%
+2,702
1086
$230K ﹤0.01%
+9,577
1087
$230K ﹤0.01%
3,076
-69
1088
$230K ﹤0.01%
+4,593
1089
$228K ﹤0.01%
1,766
-657
1090
$228K ﹤0.01%
+4,365
1091
$228K ﹤0.01%
+661
1092
$227K ﹤0.01%
3,884
-3,338
1093
$227K ﹤0.01%
3,599
+12
1094
$227K ﹤0.01%
+3,095
1095
$226K ﹤0.01%
+10,173
1096
$226K ﹤0.01%
7,915
-3,695
1097
$226K ﹤0.01%
+690
1098
$226K ﹤0.01%
+722
1099
$226K ﹤0.01%
+1,653
1100
$225K ﹤0.01%
+830
42 43
44
45 46